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Girard Partners’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Girard Partners’s Portfolio RWK Stock Details RWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$12K – 692
2018
Q3 		$12K Buy
+200
New +$12.7K ﹤0.01% 705

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Girard Partners's RWK Position: Q4 2018 in Review

Girard Partners sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2018, closing a stake of 200 shares — an estimated $12K sold.

Girard Partners first reported a position in RWK in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 59 funds tracked by Wall St. Rank hold RWK as of Q4 2018.

  • Girard Partners reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 200 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2018, an estimated $12K.
  • Girard Partners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Invesco S&P MidCap 400 Revenue ETF position peaked at $12K in Q3 2018.
  • 59 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.