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MSI Financial Services’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

MSI Financial Services’s Portfolio RSPR Stock Details RSPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$7K Buy
277
+37
+15% +$954 ﹤0.01% 3000
2016
Q3 		$7K Buy
+240
New +$6.71K ﹤0.01% 2989

Other funds holding RSPR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSI Financial Services's RSPR Position: Q4 2016 in Review

MSI Financial Services increased its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) stake by 15% in Q4 2016, buying an estimated $954 and bringing the position to 277 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

MSI Financial Services first reported a position in RSPR in Q3 2016 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold RSPR as of Q4 2016.

  • MSI Financial Services held 277 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $7K as of Q4 2016.
  • MSI Financial Services bought 37 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2016, an estimated $954.
  • Invesco S&P 500 Equal Weight Real Estate ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3000 holding.
  • MSI Financial Services first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2016 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.