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Nations Financial Group’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Nations Financial Group’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,865
Closed -$221K – 159
2016
Q3 		$221K Hold
8,865
– – 0.22% 142
2016
Q2 		$216K Hold
8,865
– – 0.23% 139
2016
Q1 		$214K Hold
8,865
– – 0.25% 124
2015
Q4 		$221K Buy
+8,865
New +$226K 0.29% 108

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Nations Financial Group's RFG Position: Q4 2016 in Review

Nations Financial Group sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2016, closing a stake of 8,865 shares — an estimated $221K sold.

Nations Financial Group first reported a position in RFG in Q4 2015 and held it in 4 quarters. The position peaked at $221K in Q3 2016. 86 funds tracked by Wall St. Rank hold RFG as of Q4 2016.

  • Nations Financial Group reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Nations Financial Group sold 8,865 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2016, an estimated $221K.
  • Nations Financial Group first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2015 and held it in 4 quarters.
  • Nations Financial Group's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $221K in Q3 2016.
  • 86 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2016.

Based on Nations Financial Group's 13F filing for Q4 2016, filed 13 Feb 2017.