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Rothschild Investment LLC’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Rothschild Investment LLC’s Portfolio RWK Stock Details RWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,545
Closed -$312K – 429
2017
Q2 		$312K Buy
5,545
+490
+10% +$27.1K 0.04% 341
2017
Q1 		$281K Buy
+5,055
New +$280K 0.03% 364

Other funds holding RWK

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Rothschild Investment LLC's RWK Position: Q3 2017 in Review

Rothschild Investment LLC sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2017, closing a stake of 5,545 shares — an estimated $312K sold.

Rothschild Investment LLC first reported a position in RWK in Q1 2017 and held it in 2 quarters. The position peaked at $312K in Q2 2017. 43 funds tracked by Wall St. Rank hold RWK as of Q3 2017.

  • Rothschild Investment LLC reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2017 after selling out during the quarter.
  • Rothschild Investment LLC sold 5,545 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2017, an estimated $312K.
  • Rothschild Investment LLC first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2017 and held it in 2 quarters.
  • Rothschild Investment LLC's Invesco S&P MidCap 400 Revenue ETF position peaked at $312K in Q2 2017.
  • 43 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2017.

Based on Rothschild Investment LLC's 13F filing for Q3 2017, filed 25 Oct 2017.