MAA
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Mraz Amerine & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mraz Amerine & Associates’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
2020
Q1 		– Sell
-2,032
Closed -$235K – 171
2019
Q4 		$235K Hold
2,032
– – 0.07% 141
2019
Q3 		$220K Hold
2,032
– – 0.07% 150
2019
Q2 		$219K Sell
2,032
-259
-11% -$27.4K 0.07% 144
2019
Q1 		$239K Sell
2,291
-60
-3% -$6.05K 0.07% 134
2018
Q4 		$215K Sell
2,351
-3,700
-61% -$367K 0.07% 137
2018
Q3 		$646K Buy
6,051
+551
+10% +$58.2K 0.19% 74
2018
Q2 		$560K Buy
+5,500
New +$557K 0.17% 87

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return