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Robert N. Shapiro’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Robert N. Shapiro’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
2014
Q3 		– Sell
-1,300
Closed -$100K – 865
2014
Q2 		$100K Buy
+1,300
New +$96.3K 0.02% 372

Other funds holding RSP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 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
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Robert N. Shapiro's RSP Position: Q3 2014 in Review

Robert N. Shapiro sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2014, closing a stake of 1,300 shares — an estimated $100K sold.

Robert N. Shapiro first reported a position in RSP in Q2 2014 and held it in 1 quarter. The position peaked at $100K in Q2 2014. 287 funds tracked by Wall St. Rank hold RSP as of Q3 2014.

  • Robert N. Shapiro reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2014 after selling out during the quarter.
  • Robert N. Shapiro sold 1,300 Invesco S&P 500 Equal Weight ETF shares in Q3 2014, an estimated $100K.
  • Robert N. Shapiro first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2014 and held it in 1 quarter.
  • Robert N. Shapiro's Invesco S&P 500 Equal Weight ETF position peaked at $100K in Q2 2014.
  • 287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2014.

Based on Robert N. Shapiro's 13F filing for Q3 2014, filed 21 Oct 2014.