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Quest Capital Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Quest Capital Management’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,589
Closed -$245K – 229
2019
Q2 		$245K Sell
4,589
-2,598
-36% -$136K 0.06% 179
2019
Q1 		$371K Sell
7,187
-543
-7% -$27.5K 0.09% 131
2018
Q4 		$360K Buy
+7,730
New +$392K 0.1% 86

Other funds holding RWL

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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Quest Capital Management's RWL Position: Q3 2019 in Review

Quest Capital Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2019, closing a stake of 4,589 shares — an estimated $245K sold.

Quest Capital Management first reported a position in RWL in Q4 2018 and held it in 3 quarters. The position peaked at $371K in Q1 2019. 88 funds tracked by Wall St. Rank hold RWL as of Q3 2019.

  • Quest Capital Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2019 after selling out during the quarter.
  • Quest Capital Management sold 4,589 Invesco S&P 500 Revenue ETF shares in Q3 2019, an estimated $245K.
  • Quest Capital Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2018 and held it in 3 quarters.
  • Quest Capital Management's Invesco S&P 500 Revenue ETF position peaked at $371K in Q1 2019.
  • 88 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2019.

Based on Quest Capital Management's 13F filing for Q3 2019, filed 29 Oct 2019.