Sequoia Financial Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Sequoia Financial Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,300	Closed	-$366K	–	323
2017 Q4	$366K	Hold	8,300	–	–	0.04%	202
2017 Q3	$343K	Buy	+8,300	New	+$331K	0.04%	195

Other funds holding RSPF

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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Sequoia Financial Advisors's RSPF Position: Q1 2018 in Review

Sequoia Financial Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2018, closing a stake of 8,300 shares — an estimated $366K sold.

Sequoia Financial Advisors first reported a position in RSPF in Q3 2017 and held it in 2 quarters. The position peaked at $366K in Q4 2017. 79 funds tracked by Wall St. Rank hold RSPF as of Q1 2018.

Sequoia Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2018 after selling out during the quarter.
Sequoia Financial Advisors sold 8,300 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2018, an estimated $366K.
Sequoia Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2017 and held it in 2 quarters.
Sequoia Financial Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $366K in Q4 2017.
79 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2018.

Based on Sequoia Financial Advisors's 13F filing for Q1 2018, filed 14 May 2018.