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Santori & Peters Inc’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Santori & Peters Inc’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-647
Closed -$34K – 424
2017
Q4 		$34K Buy
+647
New +$35.6K 0.03% 132

Other funds holding RSPG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Santori & Peters Inc's RSPG Position: Q1 2018 in Review

Santori & Peters Inc sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2018, closing a stake of 647 shares — an estimated $34K sold.

Santori & Peters Inc first reported a position in RSPG in Q4 2017 and held it in 1 quarter. The position peaked at $34K in Q4 2017. 54 funds tracked by Wall St. Rank hold RSPG as of Q1 2018.

  • Santori & Peters Inc reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 647 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2018, an estimated $34K.
  • Santori & Peters Inc first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Invesco S&P 500 Equal Weight Energy ETF position peaked at $34K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.