SHJ
RPG icon

Sharkey, Howes & Javer’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Sharkey, Howes & Javer’s Portfolio RPG Stock Details RPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,000
Closed -$1K – 227
2017
Q3 		$1K Hold
1,000
– – ﹤0.01% 197
2017
Q2 		$19K Buy
+1,000
New +$18.5K 0.01% 131

Other funds holding RPG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sharkey, Howes & Javer's RPG Position: Q4 2017 in Review

Sharkey, Howes & Javer sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2017, closing a stake of 1,000 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in RPG in Q2 2017 and held it in 2 quarters. The position peaked at $19K in Q2 2017. 155 funds tracked by Wall St. Rank hold RPG as of Q4 2017.

  • Sharkey, Howes & Javer reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,000 Invesco S&P 500 Pure Growth ETF shares in Q4 2017, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2017 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Invesco S&P 500 Pure Growth ETF position peaked at $19K in Q2 2017.
  • 155 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2017, filed 14 Feb 2018.