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Sonora Investment Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Sonora Investment Management’s Portfolio RSPH Stock Details RSPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5,110
Closed -$77.4K – 918
2016
Q1 		$77.4K Buy
+5,110
New +$72.4K 0.02% 224
2015
Q4 		– Sell
-2,580
Closed -$38K – 1091
2015
Q3 		$38K Buy
+2,580
New +$40.4K 0.01% 248

Other funds holding RSPH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Sonora Investment Management's RSPH Position: Q2 2016 in Review

Sonora Investment Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2016, closing a stake of 5,110 shares — an estimated $77.4K sold.

Sonora Investment Management first reported a position in RSPH in Q3 2015 and held it in 2 quarters. The position peaked at $77.4K in Q1 2016. 78 funds tracked by Wall St. Rank hold RSPH as of Q2 2016.

  • Sonora Investment Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2016 after selling out during the quarter.
  • Sonora Investment Management sold 5,110 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2016, an estimated $77.4K.
  • Sonora Investment Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2015 and held it in 2 quarters.
  • Sonora Investment Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $77.4K in Q1 2016.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2016.

Based on Sonora Investment Management's 13F filing for Q2 2016, filed 15 Jul 2016.