MassMutual Private Wealth & Trust’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio RSPU Stock Details RSPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-314	Closed	-$12.7K	–	1058
2016 Q4	$12.7K	Buy	+314	New	+$12.4K	﹤0.01%	464
2016 Q2	$7.27K	Hold	166	–	–	﹤0.01%	535
2016 Q1	$6.91K	Hold	166	–	–	﹤0.01%	586
2015 Q4	$6K	Buy	+166	New	+$6K	﹤0.01%	547
2015 Q2	–	Sell	-166	Closed	-$6.16K	–	807
2015 Q1	$6.16K	Buy	+166	New	+$6.43K	﹤0.01%	570

Other funds holding RSPU

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MassMutual Private Wealth & Trust's RSPU Position: Q1 2017 in Review

MassMutual Private Wealth & Trust sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2017, closing a stake of 314 shares — an estimated $12.7K sold.

MassMutual Private Wealth & Trust first reported a position in RSPU in Q1 2015 and held it in 5 quarters. The position peaked at $12.7K in Q4 2016. 39 funds tracked by Wall St. Rank hold RSPU as of Q1 2017.

MassMutual Private Wealth & Trust reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2017 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 314 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2017, an estimated $12.7K.
MassMutual Private Wealth & Trust first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2015 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $12.7K in Q4 2016.
39 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2017, filed 2 May 2017.