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Liberty Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Liberty Capital Management’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
2018
Q1 		– Sell
-1,034
Closed -$108K – 209
2017
Q4 		$108K Hold
1,034
– – 0.06% 138
2017
Q3 		$101K Buy
1,034
+234
+29% +$21.9K 0.06% 144
2017
Q2 		$74K Hold
800
– – 0.04% 153
2017
Q1 		$73K Hold
800
– – 0.04% 144
2016
Q4 		$70K Hold
800
– – 0.05% 140
2016
Q3 		$66K Buy
+800
New +$66.6K 0.04% 143

Other funds holding RSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $194M AUM 10.07% 1-Year Est. Return