Piershale Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Piershale Financial 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
2016 Q1	–	Sell	-850	Closed	-$65K	–	188
2015 Q4	$65K	Buy	+850	New	+$66K	0.04%	32
2014 Q2	–	Sell	-90,918	Closed	-$6.64M	–	200
2014 Q1	$6.64M	Buy	90,918 +35,819	+65%	+$2.56M	7.75%	1
2013 Q4	$3.93M	Sell	55,099 -13,871	-20%	-$948K	5.7%	2
2013 Q3	$4.5M	Sell	68,970 -4,929	-7%	-$318K	4.07%	8
2013 Q2	$4.53M	Buy	+73,899	New	+$4.53M	8.73%	1

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Piershale Financial Group's RSP Position: Q1 2016 in Review

Piershale Financial Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2016, closing a stake of 850 shares — an estimated $65K sold.

Piershale Financial Group first reported a position in RSP in Q2 2013 and held it in 5 quarters. The position peaked at $6.64M in Q1 2014. 329 funds tracked by Wall St. Rank hold RSP as of Q1 2016.

Piershale Financial Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2016 after selling out during the quarter.
Piershale Financial Group sold 850 Invesco S&P 500 Equal Weight ETF shares in Q1 2016, an estimated $65K.
Piershale Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and held it in 5 quarters.
Piershale Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $6.64M in Q1 2014.
329 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2016.

Based on Piershale Financial Group's 13F filing for Q1 2016, filed 15 Apr 2016.