Fiduciary Financial Services of The Southwest’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fiduciary Financial Services of The Southwest’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
2015 Q1	–	Sell	-3,559	Closed	-$285K	–	168
2014 Q4	$285K	Hold	3,559	–	–	0.08%	142
2014 Q3	$270K	Buy	+3,559	New	+$273K	0.08%	150

Other funds holding RSP

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's RSP Position: Q1 2015 in Review

Fiduciary Financial Services of The Southwest sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2015, closing a stake of 3,559 shares — an estimated $285K sold.

Fiduciary Financial Services of The Southwest first reported a position in RSP in Q3 2014 and held it in 2 quarters. The position peaked at $285K in Q4 2014. 343 funds tracked by Wall St. Rank hold RSP as of Q1 2015.

Fiduciary Financial Services of The Southwest reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2015 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 3,559 Invesco S&P 500 Equal Weight ETF shares in Q1 2015, an estimated $285K.
Fiduciary Financial Services of The Southwest first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2014 and held it in 2 quarters.
Fiduciary Financial Services of The Southwest's Invesco S&P 500 Equal Weight ETF position peaked at $285K in Q4 2014.
343 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2015.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q1 2015, filed 14 May 2015.