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LifePlan Financial Group’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

LifePlan Financial Group’s Portfolio RSPR Stock Details RSPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9,149
Closed -$241K – 119
2016
Q4 		$241K Buy
+9,149
New +$236K 0.17% 107

Other funds holding RSPR

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
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LifePlan Financial Group's RSPR Position: Q1 2017 in Review

LifePlan Financial Group sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2017, closing a stake of 9,149 shares — an estimated $241K sold.

LifePlan Financial Group first reported a position in RSPR in Q4 2016 and held it in 1 quarter. The position peaked at $241K in Q4 2016. 23 funds tracked by Wall St. Rank hold RSPR as of Q1 2017.

  • LifePlan Financial Group reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • LifePlan Financial Group sold 9,149 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2017, an estimated $241K.
  • LifePlan Financial Group first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q4 2016 and held it in 1 quarter.
  • LifePlan Financial Group's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $241K in Q4 2016.
  • 23 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2017.

Based on LifePlan Financial Group's 13F filing for Q1 2017, filed 6 Apr 2017.