MYCIO Wealth Partners’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

MYCIO Wealth Partners’s Portfolio RPV Stock Details RPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,740	Closed	-$121K	–	311
2019 Q4	$121K	Buy	+1,740	New	+$116K	0.01%	349
2014 Q4	–	Sell	-1,000	Closed	-$53K	–	656
2014 Q3	$53K	Hold	1,000	–	–	0.01%	249
2014 Q2	$54K	Hold	1,000	–	–	0.01%	255
2014 Q1	$51K	Buy	+1,000	New	+$49.3K	0.01%	255

Other funds holding RPV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

MYCIO Wealth Partners's RPV Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2020, closing a stake of 1,740 shares — an estimated $121K sold.

MYCIO Wealth Partners first reported a position in RPV in Q1 2014 and held it in 4 quarters. The position peaked at $121K in Q4 2019. 116 funds tracked by Wall St. Rank hold RPV as of Q1 2020.

MYCIO Wealth Partners reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 1,740 Invesco S&P 500 Pure Value ETF shares in Q1 2020, an estimated $121K.
MYCIO Wealth Partners first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2014 and held it in 4 quarters.
MYCIO Wealth Partners's Invesco S&P 500 Pure Value ETF position peaked at $121K in Q4 2019.
116 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.