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Investment Partners’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Investment Partners’s Portfolio RPV Stock Details RPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,910
Closed -$399 – 150
2018
Q3 		$399 Buy
+1,910
New +$130K 0.22% 69

Other funds holding RPV

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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Investment Partners's RPV Position: Q4 2018 in Review

Investment Partners sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q4 2018, closing a stake of 1,910 shares — an estimated $399 sold.

Investment Partners first reported a position in RPV in Q3 2018 and held it in 1 quarter. The position peaked at $399 in Q3 2018. 121 funds tracked by Wall St. Rank hold RPV as of Q4 2018.

  • Investment Partners reported no remaining Invesco S&P 500 Pure Value ETF position as of Q4 2018 after selling out during the quarter.
  • Investment Partners sold 1,910 Invesco S&P 500 Pure Value ETF shares in Q4 2018, an estimated $399.
  • Investment Partners first reported a position in Invesco S&P 500 Pure Value ETF in Q3 2018 and held it in 1 quarter.
  • Investment Partners's Invesco S&P 500 Pure Value ETF position peaked at $399 in Q3 2018.
  • 121 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q4 2018.

Based on Investment Partners's 13F filing for Q4 2018, filed 15 Jan 2019.