SFA
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Sequoia Financial Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Sequoia Financial Advisors’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-14,475
Closed -$302K – 292
2017
Q1 		$302K Hold
14,475
– – 0.04% 199
2016
Q4 		$287K Buy
+14,475
New +$278K 0.04% 199

Other funds holding RSPN

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Sequoia Financial Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2017, closing a stake of 14,475 shares — an estimated $302K sold.

Sequoia Financial Advisors first reported a position in RSPN in Q4 2016 and held it in 2 quarters. The position peaked at $302K in Q1 2017. 47 funds tracked by Wall St. Rank hold RSPN as of Q2 2017.

  • Sequoia Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 14,475 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2017, an estimated $302K.
  • Sequoia Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2016 and held it in 2 quarters.
  • Sequoia Financial Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $302K in Q1 2017.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2017.

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