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Robertson Stephens Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Robertson Stephens Advisors’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
2017
Q3 		$202K Buy
+2,115
New +$198K 0.17% 65
2017
Q2 		– Sell
-2,670
Closed -$242K – 81
2017
Q1 		$242K Hold
2,670
– – 0.22% 76
2016
Q4 		$231K Buy
+2,670
New +$226K 0.13% 128

Other funds holding RSP

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Robertson Stephens Advisors's RSP Position: Q3 2017 in Review

Robertson Stephens Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2017: 2,115 shares worth $202K. The stake represents 0.17% of the portfolio and ranks #65 among its holdings. This is a return to the name: Robertson Stephens Advisors previously reported a position in RSP as recently as Q1 2017.

Robertson Stephens Advisors first reported a position in RSP in Q4 2016 and has held it in 3 quarters since. The position peaked at $242K in Q1 2017. 455 funds tracked by Wall St. Rank hold RSP as of Q3 2017.

  • Robertson Stephens Advisors held 2,115 shares of Invesco S&P 500 Equal Weight ETF worth $202K as of Q3 2017.
  • Invesco S&P 500 Equal Weight ETF was a new Robertson Stephens Advisors position in Q3 2017.
  • Invesco S&P 500 Equal Weight ETF made up 0.17% of Robertson Stephens Advisors's portfolio in Q3 2017, its #65 holding.
  • Robertson Stephens Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and has held it in 3 quarters since.
  • Robertson Stephens Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $242K in Q1 2017.
  • 455 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.