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

Forte Capital’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
2017
Q1 		– Sell
-2,550
Closed -$220K – 156
2016
Q4 		$220K Buy
+2,550
New +$215K 0.08% 141

Other funds holding RSP

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Forte Capital's RSP Position: Q1 2017 in Review

Forte Capital sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2017, closing a stake of 2,550 shares — an estimated $220K sold.

Forte Capital first reported a position in RSP in Q4 2016 and held it in 1 quarter. The position peaked at $220K in Q4 2016. 433 funds tracked by Wall St. Rank hold RSP as of Q1 2017.

  • Forte Capital reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2017 after selling out during the quarter.
  • Forte Capital sold 2,550 Invesco S&P 500 Equal Weight ETF shares in Q1 2017, an estimated $220K.
  • Forte Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and held it in 1 quarter.
  • Forte Capital's Invesco S&P 500 Equal Weight ETF position peaked at $220K in Q4 2016.
  • 433 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2017.

Based on Forte Capital's 13F filing for Q1 2017, filed 10 Apr 2017.