Evercore Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Evercore Wealth Management’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,720	Closed	-$44K	–	1033
2017 Q1	$44K	Hold	2,720	–	–	﹤0.01%	627
2016 Q4	$40K	Hold	2,720	–	–	﹤0.01%	647
2016 Q3	$42K	Hold	2,720	–	–	﹤0.01%	638
2016 Q2	$41K	Hold	2,720	–	–	﹤0.01%	614
2016 Q1	$39K	Hold	2,720	–	–	﹤0.01%	616
2015 Q4	$42K	Hold	2,720	–	–	﹤0.01%	624
2015 Q3	$38K	Buy	+2,720	New	+$42.5K	﹤0.01%	636

Other funds holding RSPH

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Evercore Wealth Management's RSPH Position: Q2 2017 in Review

Evercore Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2017, closing a stake of 2,720 shares — an estimated $44K sold.

Evercore Wealth Management first reported a position in RSPH in Q3 2015 and held it in 7 quarters. The position peaked at $44K in Q1 2017. 97 funds tracked by Wall St. Rank hold RSPH as of Q2 2017.

Evercore Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 2,720 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2017, an estimated $44K.
Evercore Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2015 and held it in 7 quarters.
Evercore Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $44K in Q1 2017.
97 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.