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

Janney 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
2017
Q2 		– Sell
-2,465
Closed -$223K – 186
2017
Q1 		$223K Hold
2,465
– – 0.01% 166
2016
Q4 		$213K Hold
2,465
– – 0.01% 172
2016
Q3 		$206K Buy
+2,465
New +$205K 0.01% 166
2016
Q1 		– Sell
-13,849
Closed -$1.06M – 175
2015
Q4 		$1.06M Sell
13,849
-773
-5% -$60K 0.05% 122
2015
Q3 		$1.08M Buy
+14,622
New +$1.14M 0.05% 119
2015
Q2 		– Sell
-26,178
Closed -$2.12M – 138
2015
Q1 		$2.12M Buy
+26,178
New +$2.11M 0.07% 140
2014
Q2 		– Sell
-20,870
Closed -$1.52M – 208
2014
Q1 		$1.52M Buy
+20,870
New +$1.49M 0.1% 116

Other funds holding RSP

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return