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New England Investment & Retirement Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

New England Investment & Retirement Group’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,249
Closed -$699K – 60
2018
Q3 		$699K Buy
16,249
+3,471
+27% +$152K 0.46% 34
2018
Q2 		$541K Buy
+12,778
New +$561K 0.36% 37

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Investment & Retirement Group's RSPF Position: Q4 2018 in Review

New England Investment & Retirement Group sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2018, closing a stake of 16,249 shares — an estimated $699K sold.

New England Investment & Retirement Group first reported a position in RSPF in Q2 2018 and held it in 2 quarters. The position peaked at $699K in Q3 2018. 90 funds tracked by Wall St. Rank hold RSPF as of Q4 2018.

  • New England Investment & Retirement Group reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2018 after selling out during the quarter.
  • New England Investment & Retirement Group sold 16,249 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2018, an estimated $699K.
  • New England Investment & Retirement Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2018 and held it in 2 quarters.
  • New England Investment & Retirement Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $699K in Q3 2018.
  • 90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2018.

Based on New England Investment & Retirement Group's 13F filing for Q4 2018, filed 6 Feb 2019.