KCM Investment Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

KCM Investment Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,509	Closed	-$237K	–	504
2018 Q3	$237K	Buy	5,509 +405	+8%	+$17.7K	0.01%	472
2018 Q2	$216K	Sell	5,104 -393	-7%	-$17.3K	0.01%	494
2018 Q1	$241K	Sell	5,497 -1,083	-16%	-$49K	0.01%	472
2017 Q4	$290K	Buy	6,580 +679	+12%	+$28.9K	0.02%	443
2017 Q3	$244K	Sell	5,901 -4,193	-42%	-$167K	0.01%	471
2017 Q2	$399K	Sell	10,094 -3,609	-26%	-$137K	0.03%	390
2017 Q1	$517K	Buy	+13,703	New	+$520K	0.03%	357

Other funds holding RSPF

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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FFWA

FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

KCM Investment Advisors's RSPF Position: Q4 2018 in Review

KCM Investment Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2018, closing a stake of 5,509 shares — an estimated $237K sold.

KCM Investment Advisors first reported a position in RSPF in Q1 2017 and held it in 7 quarters. The position peaked at $517K in Q1 2017. 90 funds tracked by Wall St. Rank hold RSPF as of Q4 2018.

KCM Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2018 after selling out during the quarter.
KCM Investment Advisors sold 5,509 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2018, an estimated $237K.
KCM Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2017 and held it in 7 quarters.
KCM Investment Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $517K in Q1 2017.
90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2018.

Based on KCM Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.