Exchange Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Exchange Capital Management’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
2018 Q3	–	Sell	-7	Closed	-$1K	–	321
2018 Q2	$1K	Buy	+7	New	+$710	﹤0.01%	251
2018 Q1	–	Sell	-873	Closed	-$88K	–	268
2017 Q4	$88K	Sell	873 -173	-17%	-$17K	0.03%	137
2017 Q3	$100K	Buy	+1,046	New	+$97.9K	0.03%	131
2014 Q4	–	Sell	-101	Closed	-$8K	–	393
2014 Q3	$8K	Sell	101 -540	-84%	-$41.4K	﹤0.01%	192
2014 Q2	$49K	Buy	641 +73	+13%	+$5.41K	0.02%	91
2014 Q1	$41K	Buy	+568	New	+$40.5K	0.02%	106

Other funds holding RSP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

RJA

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

Exchange Capital Management's RSP Position: Q3 2018 in Review

Exchange Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2018, closing a stake of 7 shares — an estimated $1K sold.

Exchange Capital Management first reported a position in RSP in Q1 2014 and held it in 6 quarters. The position peaked at $100K in Q3 2017. 572 funds tracked by Wall St. Rank hold RSP as of Q3 2018.

Exchange Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2018 after selling out during the quarter.
Exchange Capital Management sold 7 Invesco S&P 500 Equal Weight ETF shares in Q3 2018, an estimated $1K.
Exchange Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2014 and held it in 6 quarters.
Exchange Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $100K in Q3 2017.
572 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2018.

Based on Exchange Capital Management's 13F filing for Q3 2018, filed 25 Oct 2018.