Kavar Capital Partners Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Kavar Capital Partners Group’s Portfolio RPG Stock Details RPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-15,360	Closed	-$244K	–	108
2014 Q4	$244K	Buy	+15,360	New	+$239K	0.19%	116
2014 Q2	–	Sell	-6,235	Closed	-$91K	–	371
2014 Q1	$91K	Buy	+6,235	New	+$90.2K	0.08%	159

Other funds holding RPG

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWILP

Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return

Kavar Capital Partners Group's RPG Position: Q1 2015 in Review

Kavar Capital Partners Group sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2015, closing a stake of 15,360 shares — an estimated $244K sold.

Kavar Capital Partners Group first reported a position in RPG in Q1 2014 and held it in 2 quarters. The position peaked at $244K in Q4 2014. 122 funds tracked by Wall St. Rank hold RPG as of Q1 2015.

Kavar Capital Partners Group reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2015 after selling out during the quarter.
Kavar Capital Partners Group sold 15,360 Invesco S&P 500 Pure Growth ETF shares in Q1 2015, an estimated $244K.
Kavar Capital Partners Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2014 and held it in 2 quarters.
Kavar Capital Partners Group's Invesco S&P 500 Pure Growth ETF position peaked at $244K in Q4 2014.
122 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2015.

Based on Kavar Capital Partners Group's 13F filing for Q1 2015, filed 30 Apr 2019.