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JT Stratford LLC’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

JT Stratford LLC’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,942
Closed -$288K – 111
2017
Q4 		$288K Sell
4,942
-2,315
-32% -$127K 0.19% 84
2017
Q3 		$400K Sell
7,257
-172
-2% -$8.95K 0.26% 75
2017
Q2 		$392K Sell
7,429
-20
-0.3% -$1.11K 0.28% 76
2017
Q1 		$441K Buy
7,449
+52
+0.7% +$3.17K 0.33% 70
2016
Q4 		$473K Buy
+7,397
New +$453K 0.4% 68

Other funds holding RSPG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return