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Meitav Investment House’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Meitav Investment House’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
2018
Q3 		– Sell
-1,201,770
Closed -$28.1M – 468
2018
Q2 		$28.1M Buy
1,201,770
+19,500
+2% +$479K 1.25% 24
2018
Q1 		$29.9M Buy
1,182,270
+503,725
+74% +$13.2M 1.52% 22
2017
Q4 		$18.1M Buy
+678,545
New +$17.2M 1.06% 35

Other funds holding RSPS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Meitav Investment House's RSPS Position: Q3 2018 in Review

Meitav Investment House sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2018, closing a stake of 1,201,770 shares — an estimated $28.1M sold.

Meitav Investment House first reported a position in RSPS in Q4 2017 and held it in 3 quarters. The position peaked at $29.9M in Q1 2018. 77 funds tracked by Wall St. Rank hold RSPS as of Q3 2018.

  • Meitav Investment House reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2018 after selling out during the quarter.
  • Meitav Investment House sold 1,201,770 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2018, an estimated $28.1M.
  • Meitav Investment House first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2017 and held it in 3 quarters.
  • Meitav Investment House's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $29.9M in Q1 2018.
  • 77 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2018.

Based on Meitav Investment House's 13F filing for Q3 2018, filed 14 Nov 2018.