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ProVise Management Group’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

ProVise Management Group’s Portfolio RSPR Stock Details RSPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-28,017
Closed -$769K – 342
2016
Q3 		$769K Buy
+28,017
New +$784K 0.13% 169

Other funds holding RSPR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ProVise Management Group's RSPR Position: Q4 2016 in Review

ProVise Management Group sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q4 2016, closing a stake of 28,017 shares — an estimated $769K sold.

ProVise Management Group first reported a position in RSPR in Q3 2016 and held it in 1 quarter. The position peaked at $769K in Q3 2016. 21 funds tracked by Wall St. Rank hold RSPR as of Q4 2016.

  • ProVise Management Group reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • ProVise Management Group sold 28,017 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2016, an estimated $769K.
  • ProVise Management Group first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2016 and held it in 1 quarter.
  • ProVise Management Group's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $769K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2016.

Based on ProVise Management Group's 13F filing for Q4 2016, filed 8 Feb 2017.