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Santori & Peters Inc’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Santori & Peters Inc’s Portfolio RSPD Stock Details RSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7,848
Closed -$257K – 49
2018
Q1 		$257K Sell
7,848
-1,206
-13% -$41K 0.23% 40
2017
Q4 		$299K Buy
+9,054
New +$286K 0.27% 39

Other funds holding RSPD

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Santori & Peters Inc's RSPD Position: Q2 2018 in Review

Santori & Peters Inc sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2018, closing a stake of 7,848 shares — an estimated $257K sold.

Santori & Peters Inc first reported a position in RSPD in Q4 2017 and held it in 2 quarters. The position peaked at $299K in Q4 2017. 42 funds tracked by Wall St. Rank hold RSPD as of Q2 2018.

  • Santori & Peters Inc reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 7,848 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2018, an estimated $257K.
  • Santori & Peters Inc first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2017 and held it in 2 quarters.
  • Santori & Peters Inc's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $299K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2018.

Based on Santori & Peters Inc's 13F filing for Q2 2018, filed 25 Jul 2018.