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Harfst & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Harfst & Associates’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
Q3 		– Sell
-218
Closed -$20K – 184
2017
Q2 		$20K Sell
218
-4
-2% -$367 0.01% 173
2017
Q1 		$20K Buy
+222
New +$19.9K 0.01% 187
2016
Q1 		– Sell
-2,438
Closed -$186K – 204
2015
Q4 		$186K Hold
2,438
– – 0.08% 102
2015
Q3 		$179K Sell
2,438
-193,381
-99% -$15.1M 0.08% 102
2015
Q2 		$15.6M Buy
+195,819
New +$16M 8.77% 2

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Harfst & Associates's RSP Position: Q3 2017 in Review

Harfst & Associates sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2017, closing a stake of 218 shares — an estimated $20K sold.

Harfst & Associates first reported a position in RSP in Q2 2015 and held it in 5 quarters. The position peaked at $15.6M in Q2 2015. 455 funds tracked by Wall St. Rank hold RSP as of Q3 2017.

  • Harfst & Associates reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 218 Invesco S&P 500 Equal Weight ETF shares in Q3 2017, an estimated $20K.
  • Harfst & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $15.6M in Q2 2015.
  • 455 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.