Sadoff Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sadoff Investment Management’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 Q3	–	Sell	-2,114	Closed	-$228K	–	88
2019 Q2	$228K	Sell	2,114 -600	-22%	-$63.5K	0.02%	79
2019 Q1	$283K	Sell	2,714 -738	-21%	-$74.4K	0.02%	72
2018 Q4	$316K	Buy	+3,452	New	+$342K	0.03%	69

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

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

LIA

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

Sadoff Investment Management's RSP Position: Q3 2019 in Review

Sadoff Investment Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2019, closing a stake of 2,114 shares — an estimated $228K sold.

Sadoff Investment Management first reported a position in RSP in Q4 2018 and held it in 3 quarters. The position peaked at $316K in Q4 2018. 654 funds tracked by Wall St. Rank hold RSP as of Q3 2019.

Sadoff Investment Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2019 after selling out during the quarter.
Sadoff Investment Management sold 2,114 Invesco S&P 500 Equal Weight ETF shares in Q3 2019, an estimated $228K.
Sadoff Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 3 quarters.
Sadoff Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $316K in Q4 2018.
654 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2019.

Based on Sadoff Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.