Lowe Brockenbrough & Co’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Lowe Brockenbrough & Co’s Portfolio RSPG Stock Details RSPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,000	Closed	-$218K	–	202
2018 Q1	$218K	Hold	4,000	–	–	0.03%	192
2017 Q4	$233K	Buy	+4,000	New	+$220K	0.03%	187

Other funds holding RSPG

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Lowe Brockenbrough & Co's RSPG Position: Q2 2018 in Review

Lowe Brockenbrough & Co sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q2 2018, closing a stake of 4,000 shares — an estimated $218K sold.

Lowe Brockenbrough & Co first reported a position in RSPG in Q4 2017 and held it in 2 quarters. The position peaked at $233K in Q4 2017. 67 funds tracked by Wall St. Rank hold RSPG as of Q2 2018.

Lowe Brockenbrough & Co reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q2 2018 after selling out during the quarter.
Lowe Brockenbrough & Co sold 4,000 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2018, an estimated $218K.
Lowe Brockenbrough & Co first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2017 and held it in 2 quarters.
Lowe Brockenbrough & Co's Invesco S&P 500 Equal Weight Energy ETF position peaked at $233K in Q4 2017.
67 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2018.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2018, filed 10 Aug 2018.