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MYCIO Wealth Partners’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

MYCIO Wealth Partners’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,610
Closed -$97K – 564
2016
Q3 		$97K Hold
1,610
– – 0.02% 264
2016
Q2 		$90K Buy
+1,610
New +$86.3K 0.02% 277

Other funds holding RSPG

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MYCIO Wealth Partners's RSPG Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2016, closing a stake of 1,610 shares — an estimated $97K sold.

MYCIO Wealth Partners first reported a position in RSPG in Q2 2016 and held it in 2 quarters. The position peaked at $97K in Q3 2016. 62 funds tracked by Wall St. Rank hold RSPG as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,610 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2016, an estimated $97K.
  • MYCIO Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2016 and held it in 2 quarters.
  • MYCIO Wealth Partners's Invesco S&P 500 Equal Weight Energy ETF position peaked at $97K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.