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Smith & Howard Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Smith & Howard Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-188
Closed -$12K – 266
2013
Q2 		$12K Buy
+188
New +$11.5K 0.01% 168

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return

Smith & Howard Wealth Management's RSP Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2013, closing a stake of 188 shares — an estimated $12K sold.

Smith & Howard Wealth Management first reported a position in RSP in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 213 funds tracked by Wall St. Rank hold RSP as of Q3 2013.

  • Smith & Howard Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 188 Invesco S&P 500 Equal Weight ETF shares in Q3 2013, an estimated $12K.
  • Smith & Howard Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $12K in Q2 2013.
  • 213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.