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Financial Counselors Inc’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Financial Counselors Inc’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,150
Closed -$228K – 494
2017
Q3 		$228K Buy
+4,150
New +$216K 0.01% 442

Other funds holding RSPG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Financial Counselors Inc's RSPG Position: Q4 2017 in Review

Financial Counselors Inc sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2017, closing a stake of 4,150 shares — an estimated $228K sold.

Financial Counselors Inc first reported a position in RSPG in Q3 2017 and held it in 1 quarter. The position peaked at $228K in Q3 2017. 62 funds tracked by Wall St. Rank hold RSPG as of Q4 2017.

  • Financial Counselors Inc reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q4 2017 after selling out during the quarter.
  • Financial Counselors Inc sold 4,150 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2017, an estimated $228K.
  • Financial Counselors Inc first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q3 2017 and held it in 1 quarter.
  • Financial Counselors Inc's Invesco S&P 500 Equal Weight Energy ETF position peaked at $228K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2017.

Based on Financial Counselors Inc's 13F filing for Q4 2017, filed 12 Feb 2018.