New England Private Wealth Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

New England Private Wealth Advisors’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-13,400	Closed	-$206K	–	125
2015 Q4	$206K	Buy	+13,400	New	+$200K	0.08%	112

Other funds holding RSPH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

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

New England Private Wealth Advisors's RSPH Position: Q1 2016 in Review

New England Private Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2016, closing a stake of 13,400 shares — an estimated $206K sold.

New England Private Wealth Advisors first reported a position in RSPH in Q4 2015 and held it in 1 quarter. The position peaked at $206K in Q4 2015. 75 funds tracked by Wall St. Rank hold RSPH as of Q1 2016.

New England Private Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2016 after selling out during the quarter.
New England Private Wealth Advisors sold 13,400 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2016, an estimated $206K.
New England Private Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2015 and held it in 1 quarter.
New England Private Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $206K in Q4 2015.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2016.

Based on New England Private Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.