EWF
RSP icon

Epstein & White Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Epstein & White Financial’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,185
Closed -$234K – 82
2019
Q3 		$234K Sell
2,185
-3,470
-61% -$372K 0.11% 64
2019
Q2 		$613K Sell
5,655
-372
-6% -$39.4K 0.33% 34
2019
Q1 		$628K Sell
6,027
-515
-8% -$51.9K 0.36% 30
2018
Q4 		$601K Buy
6,542
+669
+11% +$66.3K 0.38% 25
2018
Q3 		$623K Buy
5,873
+1,190
+25% +$126K 0.41% 27
2018
Q2 		$482K Sell
4,683
-61
-1% -$6.18K 0.36% 45
2018
Q1 		$479K Sell
4,744
-10
-0.2% -$1.02K 0.31% 58
2017
Q4 		$505K Buy
+4,754
New +$467K 0.29% 56

Other funds holding RSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return