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Sequoia Financial Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Sequoia Financial Advisors’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
2017
Q2 		– Sell
-7,680
Closed -$238K – 291
2017
Q1 		$238K Sell
7,680
-1,575
-17% -$47.8K 0.03% 235
2016
Q4 		$272K Buy
+9,255
New +$273K 0.04% 213

Other funds holding RSPD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Sequoia Financial Advisors's RSPD Position: Q2 2017 in Review

Sequoia Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2017, closing a stake of 7,680 shares — an estimated $238K sold.

Sequoia Financial Advisors first reported a position in RSPD in Q4 2016 and held it in 2 quarters. The position peaked at $272K in Q4 2016. 31 funds tracked by Wall St. Rank hold RSPD as of Q2 2017.

  • Sequoia Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,680 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2017, an estimated $238K.
  • Sequoia Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2016 and held it in 2 quarters.
  • Sequoia Financial Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $272K in Q4 2016.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2017.

Based on Sequoia Financial Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.