Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2019 Q4	–	Sell	-420	Closed	-$12K	–	707
2019 Q3	$12K	Buy	+420	New	+$11.5K	﹤0.01%	554

Other funds holding RSPS

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

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RSPS Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2019, closing a stake of 420 shares — an estimated $12K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RSPS in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 120 funds tracked by Wall St. Rank hold RSPS as of Q4 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 420 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2019, an estimated $12K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2019 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $12K in Q3 2019.
120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.