KIG
RSPM icon

Kessler Investment Group’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Kessler Investment Group’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-12,025
Closed -$158K – 176
2013
Q2 		$158K Buy
+12,025
New +$162K 0.46% 33

Other funds holding RSPM

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFS
KMS Financial Services Seattle, Washington $713M AUM 14.21% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Kessler Investment Group's RSPM Position: Q3 2013 in Review

Kessler Investment Group sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2013, closing a stake of 12,025 shares — an estimated $158K sold.

Kessler Investment Group first reported a position in RSPM in Q2 2013 and held it in 1 quarter. The position peaked at $158K in Q2 2013. 17 funds tracked by Wall St. Rank hold RSPM as of Q3 2013.

  • Kessler Investment Group reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2013 after selling out during the quarter.
  • Kessler Investment Group sold 12,025 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2013, an estimated $158K.
  • Kessler Investment Group first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2013 and held it in 1 quarter.
  • Kessler Investment Group's Invesco S&P 500 Equal Weight Materials ETF position peaked at $158K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2013.

Based on Kessler Investment Group's 13F filing for Q3 2013, filed 9 Oct 2013.