Kanaly Trust’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Kanaly Trust’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$8K	Buy	+530	New	+$7.83K	﹤0.01%	587

Other funds holding RSPH

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

RJA

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kanaly Trust's RSPH Position: Q4 2016 in Review

Kanaly Trust opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2016: 530 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings.

89 funds tracked by Wall St. Rank hold RSPH as of Q4 2016.

Kanaly Trust held 530 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $8K as of Q4 2016.
Invesco S&P 500 Equal Weight Health Care ETF was a new Kanaly Trust position in Q4 2016.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #587 holding.
89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.