SOL Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

SOL Capital 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
2018 Q1	–	Sell	-4,475	Closed	-$452K	–	246
2017 Q4	$452K	Buy	+4,475	New	+$439K	0.13%	158

Other funds holding RSP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

SOL Capital Management's RSP Position: Q1 2018 in Review

SOL Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2018, closing a stake of 4,475 shares — an estimated $452K sold.

SOL Capital Management first reported a position in RSP in Q4 2017 and held it in 1 quarter. The position peaked at $452K in Q4 2017. 483 funds tracked by Wall St. Rank hold RSP as of Q1 2018.

SOL Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2018 after selling out during the quarter.
SOL Capital Management sold 4,475 Invesco S&P 500 Equal Weight ETF shares in Q1 2018, an estimated $452K.
SOL Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 1 quarter.
SOL Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $452K in Q4 2017.
483 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2018.

Based on SOL Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.