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Pacific Financial Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Pacific Financial Group’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
2014
Q3 		– Sell
-53,015
Closed -$1.03M – 45
2014
Q2 		$1.03M Buy
+53,015
New +$1.01M 1.63% 13

Other funds holding RSPS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Pacific Financial Group's RSPS Position: Q3 2014 in Review

Pacific Financial Group sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2014, closing a stake of 53,015 shares — an estimated $1.03M sold.

Pacific Financial Group first reported a position in RSPS in Q2 2014 and held it in 1 quarter. The position peaked at $1.03M in Q2 2014. 26 funds tracked by Wall St. Rank hold RSPS as of Q3 2014.

  • Pacific Financial Group reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2014 after selling out during the quarter.
  • Pacific Financial Group sold 53,015 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2014, an estimated $1.03M.
  • Pacific Financial Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2014 and held it in 1 quarter.
  • Pacific Financial Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $1.03M in Q2 2014.
  • 26 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2014.

Based on Pacific Financial Group's 13F filing for Q3 2014, filed 23 Oct 2014.