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Legacy Private Trust’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Legacy Private Trust’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-49,000
Closed -$815K – 217
2013
Q3 		$815K Sell
49,000
-4,850
-9% -$81.9K 0.17% 100
2013
Q2 		$883K Buy
+53,850
New +$891K 0.21% 91

Other funds holding RSPS

AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Legacy Private Trust's RSPS Position: Q4 2013 in Review

Legacy Private Trust sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2013, closing a stake of 49,000 shares — an estimated $815K sold.

Legacy Private Trust first reported a position in RSPS in Q2 2013 and held it in 2 quarters. The position peaked at $883K in Q2 2013. 27 funds tracked by Wall St. Rank hold RSPS as of Q4 2013.

  • Legacy Private Trust reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2013 after selling out during the quarter.
  • Legacy Private Trust sold 49,000 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2013, an estimated $815K.
  • Legacy Private Trust first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2013 and held it in 2 quarters.
  • Legacy Private Trust's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $883K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2013.

Based on Legacy Private Trust's 13F filing for Q4 2013, filed 13 Jan 2014.