Nelson Capital Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Nelson Capital Management’s Portfolio RSPT Stock Details RSPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,300	Closed	-$33K	–	307
2017 Q4	$33K	Buy	+2,300	New	+$32.7K	0.01%	166

Other funds holding RSPT

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Nelson Capital Management's RSPT Position: Q1 2018 in Review

Nelson Capital Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2018, closing a stake of 2,300 shares — an estimated $33K sold.

Nelson Capital Management first reported a position in RSPT in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 134 funds tracked by Wall St. Rank hold RSPT as of Q1 2018.

Nelson Capital Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2018 after selling out during the quarter.
Nelson Capital Management sold 2,300 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2018, an estimated $33K.
Nelson Capital Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2017 and held it in 1 quarter.
Nelson Capital Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $33K in Q4 2017.
134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.