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Intersect Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Intersect Capital’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
2015
Q2 		– Sell
-230
Closed -$19K – 314
2015
Q1 		$19K Buy
+230
New +$18.5K 0.01% 274

Other funds holding RSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Intersect Capital's RSP Position: Q2 2015 in Review

Intersect Capital sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2015, closing a stake of 230 shares — an estimated $19K sold.

Intersect Capital first reported a position in RSP in Q1 2015 and held it in 1 quarter. The position peaked at $19K in Q1 2015. 334 funds tracked by Wall St. Rank hold RSP as of Q2 2015.

  • Intersect Capital reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 230 Invesco S&P 500 Equal Weight ETF shares in Q2 2015, an estimated $19K.
  • Intersect Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2015 and held it in 1 quarter.
  • Intersect Capital's Invesco S&P 500 Equal Weight ETF position peaked at $19K in Q1 2015.
  • 334 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.