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Spruce Investment Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Spruce Investment Advisors’s Portfolio RPV Stock Details RPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,226
Closed -$543K – 44
2017
Q1 		$543K Buy
+9,226
New +$546K 0.63% 31

Other funds holding RPV

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return

Spruce Investment Advisors's RPV Position: Q2 2017 in Review

Spruce Investment Advisors sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q2 2017, closing a stake of 9,226 shares — an estimated $543K sold.

Spruce Investment Advisors first reported a position in RPV in Q1 2017 and held it in 1 quarter. The position peaked at $543K in Q1 2017. 105 funds tracked by Wall St. Rank hold RPV as of Q2 2017.

  • Spruce Investment Advisors reported no remaining Invesco S&P 500 Pure Value ETF position as of Q2 2017 after selling out during the quarter.
  • Spruce Investment Advisors sold 9,226 Invesco S&P 500 Pure Value ETF shares in Q2 2017, an estimated $543K.
  • Spruce Investment Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2017 and held it in 1 quarter.
  • Spruce Investment Advisors's Invesco S&P 500 Pure Value ETF position peaked at $543K in Q1 2017.
  • 105 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2017.

Based on Spruce Investment Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.