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Gradient Investments’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Gradient Investments’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-27
Closed – – 592
2014
Q3 		$0 Buy
+27
New +$491 ﹤0.01% 528

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Gradient Investments's RWJ Position: Q4 2014 in Review

Gradient Investments sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2014, closing a stake of 27 shares.

Gradient Investments first reported a position in RWJ in Q3 2014 and held it in 1 quarter. The position peaked at $0 in Q3 2014. 48 funds tracked by Wall St. Rank hold RWJ as of Q4 2014.

  • Gradient Investments reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2014 after selling out during the quarter.
  • Gradient Investments sold 27 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2014.
  • Gradient Investments first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2014 and held it in 1 quarter.
  • Gradient Investments's Invesco S&P SmallCap 600 Revenue ETF position peaked at $0 in Q3 2014.
  • 48 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2014.

Based on Gradient Investments's 13F filing for Q4 2014, filed 15 Jan 2015.