SMM
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Stadion Money Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Stadion Money Management’s Portfolio EQAL Stock Details EQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-3,680,384
Closed -$89.6M – 115
2016
Q1 		$89.6M Sell
3,680,384
-203,093
-5% -$4.56M 2.64% 10
2015
Q4 		$91.9M Sell
3,883,477
-1,547,374
-28% -$37.2M 3.62% 7
2015
Q3 		$124M Buy
5,430,851
+37,461
+0.7% +$917K 6.87% 4
2015
Q2 		$137M Sell
5,393,390
-61,755
-1% -$1.61M 6.69% 4
2015
Q1 		$140M Buy
+5,455,145
New +$138M 4.32% 6

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RJA
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PNC Financial Services Group
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return