J.P. Turner & Co Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

J.P. Turner & Co Capital 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
2015 Q3	–	Sell	-4,195	Closed	-$336K	–	214
2015 Q2	$336K	Buy	4,195 +160	+4%	+$13.1K	0.26%	131
2015 Q1	$325K	Buy	4,035 +963	+31%	+$77.5K	0.3%	109
2014 Q4	$246K	Buy	+3,072	New	+$239K	0.24%	140

Other funds holding RSP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

J.P. Turner & Co Capital Management's RSP Position: Q3 2015 in Review

J.P. Turner & Co Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2015, closing a stake of 4,195 shares — an estimated $336K sold.

J.P. Turner & Co Capital Management first reported a position in RSP in Q4 2014 and held it in 3 quarters. The position peaked at $336K in Q2 2015. 319 funds tracked by Wall St. Rank hold RSP as of Q3 2015.

J.P. Turner & Co Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2015 after selling out during the quarter.
J.P. Turner & Co Capital Management sold 4,195 Invesco S&P 500 Equal Weight ETF shares in Q3 2015, an estimated $336K.
J.P. Turner & Co Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and held it in 3 quarters.
J.P. Turner & Co Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $336K in Q2 2015.
319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.