Keel Point Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Keel Point Advisors’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$613K	Buy	+7,656	New	+$595K	0.49%	22

Other funds holding RSP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

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

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Keel Point Advisors's RSP Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2014: 7,656 shares worth $613K. The stake represents 0.49% of the portfolio and ranks #22 among its holdings.

331 funds tracked by Wall St. Rank hold RSP as of Q4 2014.

Keel Point Advisors held 7,656 shares of Invesco S&P 500 Equal Weight ETF worth $613K as of Q4 2014.
Invesco S&P 500 Equal Weight ETF was a new Keel Point Advisors position in Q4 2014.
Invesco S&P 500 Equal Weight ETF made up 0.49% of Keel Point Advisors's portfolio in Q4 2014, its #22 holding.
331 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.