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

Manchester 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
2015 Q2	–	Sell	-385	Closed	-$31K	–	568
2015 Q1	$31K	Hold	385	–	–	﹤0.01%	423
2014 Q4	$31K	Hold	385	–	–	﹤0.01%	819
2014 Q3	$29K	Sell	385 -150	-28%	-$11.5K	﹤0.01%	824
2014 Q2	$41K	Sell	535 -405	-43%	-$30K	0.01%	750
2014 Q1	$69K	Hold	940	–	–	0.01%	594
2013 Q4	$67K	Hold	940	–	–	0.01%	546
2013 Q3	$61K	Hold	940	–	–	0.01%	563
2013 Q2	$58K	Buy	+940	New	+$57.6K	0.01%	558

Other funds holding RSP

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return