EWF
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Epstein & White Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Epstein & White Financial’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-13,376
Closed -$725K – 97
2018
Q3 		$725K Sell
13,376
-24,302
-64% -$1.29M 0.48% 22
2018
Q2 		$1.91M Sell
37,678
-449,610
-92% -$22.9M 1.42% 9
2018
Q1 		$24.3M Buy
+487,288
New +$25.3M 15.58% 1

Other funds holding RWL

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Epstein & White Financial's RWL Position: Q4 2018 in Review

Epstein & White Financial sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2018, closing a stake of 13,376 shares — an estimated $725K sold.

Epstein & White Financial first reported a position in RWL in Q1 2018 and held it in 3 quarters. The position peaked at $24.3M in Q1 2018. 76 funds tracked by Wall St. Rank hold RWL as of Q4 2018.

  • Epstein & White Financial reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2018 after selling out during the quarter.
  • Epstein & White Financial sold 13,376 Invesco S&P 500 Revenue ETF shares in Q4 2018, an estimated $725K.
  • Epstein & White Financial first reported a position in Invesco S&P 500 Revenue ETF in Q1 2018 and held it in 3 quarters.
  • Epstein & White Financial's Invesco S&P 500 Revenue ETF position peaked at $24.3M in Q1 2018.
  • 76 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.