JT Stratford LLC’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

JT Stratford LLC’s Portfolio EQAL Stock Details EQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-8,190	Closed	-$233K	–	111
2017 Q2	$233K	Sell	8,190 -1,000	-11%	-$28.3K	0.16%	96
2017 Q1	$260K	Sell	9,190 -56,852	-86%	-$1.59M	0.19%	91
2016 Q4	$1.78M	Buy	+66,042	New	+$1.74M	1.49%	25

Other funds holding EQAL

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JT Stratford LLC's EQAL Position: Q3 2017 in Review

JT Stratford LLC sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2017, closing a stake of 8,190 shares — an estimated $233K sold.

JT Stratford LLC first reported a position in EQAL in Q4 2016 and held it in 3 quarters. The position peaked at $1.78M in Q4 2016. 29 funds tracked by Wall St. Rank hold EQAL as of Q3 2017.

JT Stratford LLC reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2017 after selling out during the quarter.
JT Stratford LLC sold 8,190 Invesco Russell 1000 Equal Weight ETF shares in Q3 2017, an estimated $233K.
JT Stratford LLC first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2016 and held it in 3 quarters.
JT Stratford LLC's Invesco Russell 1000 Equal Weight ETF position peaked at $1.78M in Q4 2016.
29 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2017.

Based on JT Stratford LLC's 13F filing for Q3 2017, filed 14 Nov 2017.