Rowland Carmichael Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Rowland Carmichael 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
2019 Q4	–	Sell	-255	Closed	-$28K	–	365
2019 Q3	$28K	Hold	255	–	–	0.01%	318
2019 Q2	$27K	Hold	255	–	–	0.01%	295
2019 Q1	$27K	Hold	255	–	–	0.01%	293
2018 Q4	$23K	Sell	255 -62,711	-100%	-$6.21M	0.01%	269
2018 Q3	$6.72M	Hold	62,966	–	–	2.61%	6
2018 Q2	$6.42M	Buy	+62,966	New	+$6.38M	2.72%	5

Other funds holding RSP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rowland Carmichael Advisors's RSP Position: Q4 2019 in Review

Rowland Carmichael Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2019, closing a stake of 255 shares — an estimated $28K sold.

Rowland Carmichael Advisors first reported a position in RSP in Q2 2018 and held it in 6 quarters. The position peaked at $6.72M in Q3 2018. 730 funds tracked by Wall St. Rank hold RSP as of Q4 2019.

Rowland Carmichael Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 255 Invesco S&P 500 Equal Weight ETF shares in Q4 2019, an estimated $28K.
Rowland Carmichael Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and held it in 6 quarters.
Rowland Carmichael Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $6.72M in Q3 2018.
730 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.