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Newfound Research’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Newfound Research’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-285
Closed -$5K – 64
2015
Q4 		$5K Buy
+285
New +$4.8K 0.01% 68

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Newfound Research's RSPN Position: Q1 2016 in Review

Newfound Research sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2016, closing a stake of 285 shares — an estimated $5K sold.

Newfound Research first reported a position in RSPN in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 26 funds tracked by Wall St. Rank hold RSPN as of Q1 2016.

  • Newfound Research reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2016 after selling out during the quarter.
  • Newfound Research sold 285 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2016, an estimated $5K.
  • Newfound Research first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2015 and held it in 1 quarter.
  • Newfound Research's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $5K in Q4 2015.
  • 26 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2016.

Based on Newfound Research's 13F filing for Q1 2016, filed 11 May 2016.