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Savant Capital’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Savant Capital’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-29,990
Closed -$272K – 216
2014
Q4 		$272K Hold
29,990
– – 0.1% 169
2014
Q3 		$255K Buy
+29,990
New +$255K 0.11% 160

Other funds holding RSPT

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Savant Capital's RSPT Position: Q1 2015 in Review

Savant Capital sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2015, closing a stake of 29,990 shares — an estimated $272K sold.

Savant Capital first reported a position in RSPT in Q3 2014 and held it in 2 quarters. The position peaked at $272K in Q4 2014. 79 funds tracked by Wall St. Rank hold RSPT as of Q1 2015.

  • Savant Capital reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2015 after selling out during the quarter.
  • Savant Capital sold 29,990 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2015, an estimated $272K.
  • Savant Capital first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2014 and held it in 2 quarters.
  • Savant Capital's Invesco S&P 500 Equal Weight Technology ETF position peaked at $272K in Q4 2014.
  • 79 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2015.

Based on Savant Capital's 13F filing for Q1 2015, filed 13 May 2015.