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Marshall & Sullivan’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-35
Closed -$3.57K – 77
2018
Q2 		$3.57K Buy
+35
New +$3.55K ﹤0.01% 79

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Marshall & Sullivan's RSP Position: Q3 2018 in Review

Marshall & Sullivan sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2018, closing a stake of 35 shares — an estimated $3.57K sold.

Marshall & Sullivan first reported a position in RSP in Q2 2018 and held it in 1 quarter. The position peaked at $3.57K in Q2 2018. 571 funds tracked by Wall St. Rank hold RSP as of Q3 2018.

  • Marshall & Sullivan reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2018 after selling out during the quarter.
  • Marshall & Sullivan sold 35 Invesco S&P 500 Equal Weight ETF shares in Q3 2018, an estimated $3.57K.
  • Marshall & Sullivan first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and held it in 1 quarter.
  • Marshall & Sullivan's Invesco S&P 500 Equal Weight ETF position peaked at $3.57K in Q2 2018.
  • 571 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2018.

Based on Marshall & Sullivan's 13F filing for Q3 2018, filed 29 Oct 2018.