Insight Capital Research & Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Insight Capital Research & Management’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	$682K	Sell	7,137 -110	-2%	-$10.3K	0.39%	89
2017 Q2	$672K	Buy	+7,247	New	+$665K	0.39%	89
2017 Q1	–	Sell	-7,427	Closed	-$643K	–	112
2016 Q4	$643K	Hold	7,427	–	–	0.34%	89
2016 Q3	$621K	Sell	7,427 -81	-1%	-$6.74K	0.28%	85
2016 Q2	$603K	Buy	7,508 +81	+1%	+$6.44K	0.21%	93
2016 Q1	$583K	Hold	7,427	–	–	0.18%	86
2015 Q4	$569K	Sell	7,427 -12	-0.2%	-$932	0.17%	87
2015 Q3	$547K	Sell	7,439 -989	-12%	-$77K	0.17%	83
2015 Q2	$673K	Hold	8,428	–	–	0.18%	91
2015 Q1	$683K	Sell	8,428 -1,265	-13%	-$102K	0.17%	101
2014 Q4	$776K	Hold	9,693	–	–	0.2%	109
2014 Q3	$735K	Buy	+9,693	New	+$744K	0.19%	99

Other funds holding RSP

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

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

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

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 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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Capital Research & Management's RSP Position: Q3 2017 in Review

Insight Capital Research & Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.5% in Q3 2017, selling an estimated $10.3K and leaving 7,137 shares worth $682K. The position accounts for 0.39% of the portfolio, ranked #89.

Insight Capital Research & Management first reported a position in RSP in Q3 2014 and has held it in 12 quarters since. The position peaked at $776K in Q4 2014. 455 funds tracked by Wall St. Rank hold RSP as of Q3 2017.

Insight Capital Research & Management held 7,137 shares of Invesco S&P 500 Equal Weight ETF worth $682K as of Q3 2017.
Insight Capital Research & Management sold 110 Invesco S&P 500 Equal Weight ETF shares in Q3 2017, an estimated $10.3K.
Invesco S&P 500 Equal Weight ETF made up 0.39% of Insight Capital Research & Management's portfolio in Q3 2017, its #89 holding.
Insight Capital Research & Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2014 and has held it in 12 quarters since.
Insight Capital Research & Management's Invesco S&P 500 Equal Weight ETF position peaked at $776K in Q4 2014.
455 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.