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Newfound Research’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Newfound Research’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
2016
Q1 		– Sell
-1,130
Closed -$10K – 66
2015
Q4 		$10K Buy
+1,130
New +$10.5K 0.01% 52

Other funds holding RSPT

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Newfound Research's RSPT Position: Q1 2016 in Review

Newfound Research sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2016, closing a stake of 1,130 shares — an estimated $10K sold.

Newfound Research first reported a position in RSPT in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 83 funds tracked by Wall St. Rank hold RSPT as of Q1 2016.

  • Newfound Research reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2016 after selling out during the quarter.
  • Newfound Research sold 1,130 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2016, an estimated $10K.
  • Newfound Research first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2015 and held it in 1 quarter.
  • Newfound Research's Invesco S&P 500 Equal Weight Technology ETF position peaked at $10K in Q4 2015.
  • 83 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2016.

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