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Osborn Williams & Donohoe’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Osborn Williams & Donohoe’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,550
Closed -$67K – 588
2019
Q1 		$67K Buy
+2,550
New +$63.3K 0.01% 445

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osborn Williams & Donohoe's RSPS Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2019, closing a stake of 2,550 shares — an estimated $67K sold.

Osborn Williams & Donohoe first reported a position in RSPS in Q1 2019 and held it in 1 quarter. The position peaked at $67K in Q1 2019. 96 funds tracked by Wall St. Rank hold RSPS as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 2,550 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2019, an estimated $67K.
  • Osborn Williams & Donohoe first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $67K in Q1 2019.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.