Gary Goldberg Planning Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$2.44M	Buy	30,446 +946	+3%	+$73.5K	1.02%	28
2014 Q3	$2.24M	Buy	29,500 +955	+3%	+$73.3K	0.93%	29
2014 Q2	$2.19M	Buy	28,545 +3,720	+15%	+$276K	0.96%	27
2014 Q1	$1.81M	Buy	24,825 +5,875	+31%	+$419K	0.88%	32
2013 Q4	$1.35M	Sell	18,950 -765	-4%	-$52.3K	0.79%	33
2013 Q3	$1.28M	Buy	19,715 +19,475	+8,115%	+$1.26M	0.78%	34
2013 Q2	$15K	Buy	+240	New	+$14.7K	0.01%	265

Other funds holding RSP

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $183M AUM 9.95% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Gary Goldberg Planning Services's RSP Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.2% in Q4 2014, buying an estimated $73.5K and bringing the position to 30,446 shares worth $2.44M. The position accounts for 1.02% of the portfolio, ranked #28.

Gary Goldberg Planning Services first reported a position in RSP in Q2 2013 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold RSP as of Q4 2014.

Gary Goldberg Planning Services held 30,446 shares of Invesco S&P 500 Equal Weight ETF worth $2.44M as of Q4 2014.
Gary Goldberg Planning Services bought 946 Invesco S&P 500 Equal Weight ETF shares in Q4 2014, an estimated $73.5K.
Invesco S&P 500 Equal Weight ETF made up 1.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #28 holding.
Gary Goldberg Planning Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 7 quarters since.
331 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.