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

Mountain Capital Investment Advisors’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-441,830
Closed -$7.44M – 41
2018
Q3 		$7.44M Buy
+441,830
New +$7.31M 7.19% 4

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mountain Capital Investment Advisors's RSPT Position: Q4 2018 in Review

Mountain Capital Investment Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2018, closing a stake of 441,830 shares — an estimated $7.44M sold.

Mountain Capital Investment Advisors first reported a position in RSPT in Q3 2018 and held it in 1 quarter. The position peaked at $7.44M in Q3 2018. 163 funds tracked by Wall St. Rank hold RSPT as of Q4 2018.

  • Mountain Capital Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2018 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 441,830 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2018, an estimated $7.44M.
  • Mountain Capital Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2018 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $7.44M in Q3 2018.
  • 163 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2018.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.