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Placemark Investments’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Placemark Investments’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-80,560
Closed -$562K – 1653
2013
Q3 		$562K Buy
80,560
+15,720
+24% +$107K 0.01% 1035
2013
Q2 		$416K Buy
+64,840
New +$409K 0.01% 1128

Other funds holding RSPT

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Placemark Investments's RSPT Position: Q4 2013 in Review

Placemark Investments sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2013, closing a stake of 80,560 shares — an estimated $562K sold.

Placemark Investments first reported a position in RSPT in Q2 2013 and held it in 2 quarters. The position peaked at $562K in Q3 2013. 42 funds tracked by Wall St. Rank hold RSPT as of Q4 2013.

  • Placemark Investments reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2013 after selling out during the quarter.
  • Placemark Investments sold 80,560 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2013, an estimated $562K.
  • Placemark Investments first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2013 and held it in 2 quarters.
  • Placemark Investments's Invesco S&P 500 Equal Weight Technology ETF position peaked at $562K in Q3 2013.
  • 42 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2013.

Based on Placemark Investments's 13F filing for Q4 2013, filed 14 Feb 2014.