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Raymond James Trust’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Raymond James Trust’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18,660
Closed -$470K – 889
2018
Q3 		$470K Buy
+18,660
New +$459K 0.03% 457

Other funds holding RSPN

NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Trust's RSPN Position: Q4 2018 in Review

Raymond James Trust sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q4 2018, closing a stake of 18,660 shares — an estimated $470K sold.

Raymond James Trust first reported a position in RSPN in Q3 2018 and held it in 1 quarter. The position peaked at $470K in Q3 2018. 58 funds tracked by Wall St. Rank hold RSPN as of Q4 2018.

  • Raymond James Trust reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q4 2018 after selling out during the quarter.
  • Raymond James Trust sold 18,660 Invesco S&P 500 Equal Weight Industrials ETF shares in Q4 2018, an estimated $470K.
  • Raymond James Trust first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2018 and held it in 1 quarter.
  • Raymond James Trust's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $470K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q4 2018.

Based on Raymond James Trust's 13F filing for Q4 2018, filed 29 Jan 2019.