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Patton Albertson Miller Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Patton Albertson Miller Group’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,900
Closed -$835K – 244
2019
Q2 		$835K Buy
+7,900
New +$836K 0.24% 119
2015
Q2 		– Sell
-7,065
Closed -$573K – 139
2015
Q1 		$573K Buy
7,065
+546
+8% +$43.9K 0.23% 103
2014
Q4 		$522K Sell
6,519
-2,714
-29% -$211K 0.24% 109
2014
Q3 		$704K Buy
9,233
+52
+0.6% +$3.99K 0.37% 96
2014
Q2 		$704K Buy
9,181
+959
+12% +$71.1K 0.36% 99
2014
Q1 		$600K Sell
8,222
-1,798
-18% -$128K 0.32% 84
2013
Q4 		$714K Sell
10,020
-9,580
-49% -$655K 0.42% 69
2013
Q3 		$1.28M Buy
+19,600
New +$1.26M 0.76% 52

Other funds holding RSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $194M AUM 10.07% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return