Iron Gate Global Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Iron Gate Global Advisors’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
2018 Q4	–	Sell	-544	Closed	-$64K	–	192
2018 Q3	$64K	Sell	544 -619	-53%	-$65.4K	0.04%	110
2018 Q2	$118K	Buy	+1,163	New	+$118K	0.09%	58

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Iron Gate Global Advisors's RSP Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2018, closing a stake of 544 shares — an estimated $64K sold.

Iron Gate Global Advisors first reported a position in RSP in Q2 2018 and held it in 2 quarters. The position peaked at $118K in Q2 2018. 628 funds tracked by Wall St. Rank hold RSP as of Q4 2018.

Iron Gate Global Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 544 Invesco S&P 500 Equal Weight ETF shares in Q4 2018, an estimated $64K.
Iron Gate Global Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and held it in 2 quarters.
Iron Gate Global Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $118K in Q2 2018.
628 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.