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

KCM Investment Advisors’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
2017 Q3	–	Sell	-7,368	Closed	-$389K	–	534
2017 Q2	$389K	Sell	7,368 -3,010	-29%	-$167K	0.02%	397
2017 Q1	$614K	Buy	10,378 +7,186	+225%	+$438K	0.04%	330
2016 Q4	$204K	Buy	+3,192	New	+$195K	0.01%	514
2016 Q2	–	Sell	-4,317	Closed	-$209K	–	531
2016 Q1	$209K	Buy	+4,317	New	+$191K	0.02%	493

Other funds holding RSPG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

SAM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KCM Investment Advisors's RSPG Position: Q3 2017 in Review

KCM Investment Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2017, closing a stake of 7,368 shares — an estimated $389K sold.

KCM Investment Advisors first reported a position in RSPG in Q1 2016 and held it in 4 quarters. The position peaked at $614K in Q1 2017. 55 funds tracked by Wall St. Rank hold RSPG as of Q3 2017.

KCM Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2017 after selling out during the quarter.
KCM Investment Advisors sold 7,368 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2017, an estimated $389K.
KCM Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2016 and held it in 4 quarters.
KCM Investment Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $614K in Q1 2017.
55 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2017.

Based on KCM Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.