PSUF
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People's United Financial’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

People's United Financial’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,775
Closed -$190K – 832
2017
Q2 		$190K Hold
6,775
– – 0.01% 616
2017
Q1 		$184K Sell
6,775
-2,375
-26% -$63.3K 0.01% 602
2016
Q4 		$236K Sell
9,150
-2,535
-22% -$63.4K 0.01% 563
2016
Q3 		$291K Sell
11,685
-340
-3% -$8.56K 0.02% 395
2016
Q2 		$292K Hold
12,025
– – 0.02% 390
2016
Q1 		$291K Sell
12,025
-1,500
-11% -$34.5K 0.02% 399
2015
Q4 		$337K Sell
13,525
-250
-2% -$6.37K 0.02% 385
2015
Q3 		$341K Sell
13,775
-2,750
-17% -$72.6K 0.02% 385
2015
Q2 		$437K Sell
16,525
-925
-5% -$24.6K 0.02% 366
2015
Q1 		$463K Sell
17,450
-3,175
-15% -$80.3K 0.02% 363
2014
Q4 		$502K Sell
20,625
-375
-2% -$9.06K 0.03% 349
2014
Q3 		$514K Sell
21,000
-1,125
-5% -$27.9K 0.03% 343
2014
Q2 		$555K Sell
22,125
-1,700
-7% -$40.9K 0.03% 338
2014
Q1 		$588K Sell
23,825
-875
-4% -$21.3K 0.04% 296
2013
Q4 		$608K Sell
24,700
-500
-2% -$11.7K 0.03% 284
2013
Q3 		$560K Sell
25,200
-1,580
-6% -$34K 0.04% 274
2013
Q2 		$545K Buy
+26,780
New +$546K 0.04% 253

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

People's United Financial's RFG Position: Q3 2017 in Review

People's United Financial sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2017, closing a stake of 6,775 shares — an estimated $190K sold.

People's United Financial first reported a position in RFG in Q2 2013 and held it in 17 quarters. The position peaked at $608K in Q4 2013. 85 funds tracked by Wall St. Rank hold RFG as of Q3 2017.

  • People's United Financial reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q3 2017 after selling out during the quarter.
  • People's United Financial sold 6,775 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2017, an estimated $190K.
  • People's United Financial first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2013 and held it in 17 quarters.
  • People's United Financial's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $608K in Q4 2013.
  • 85 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.