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Mountain Capital Investment Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Mountain Capital Investment Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-109,600
Closed -$4.64M – 48
2018
Q2 		$4.64M Buy
109,600
+3,010
+3% +$132K 4.53% 8
2018
Q1 		$4.68M Sell
106,590
-10,582
-9% -$479K 5.07% 8
2017
Q4 		$5.17M Buy
117,172
+191
+0.2% +$8.14K 4.99% 6
2017
Q3 		$4.83M Buy
+116,981
New +$4.67M 4.29% 7

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mountain Capital Investment Advisors's RSPF Position: Q3 2018 in Review

Mountain Capital Investment Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2018, closing a stake of 109,600 shares — an estimated $4.64M sold.

Mountain Capital Investment Advisors first reported a position in RSPF in Q3 2017 and held it in 4 quarters. The position peaked at $5.17M in Q4 2017. 90 funds tracked by Wall St. Rank hold RSPF as of Q3 2018.

  • Mountain Capital Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2018 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 109,600 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2018, an estimated $4.64M.
  • Mountain Capital Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2017 and held it in 4 quarters.
  • Mountain Capital Investment Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $5.17M in Q4 2017.
  • 90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2018.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2018, filed 16 Oct 2018.