Stanford Investment Group’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Stanford Investment Group’s Portfolio RFV Stock Details RFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,815	Closed	-$112K	–	219
2016 Q4	$112K	Hold	1,815	–	–	0.05%	80
2016 Q3	$101K	Hold	1,815	–	–	0.05%	94
2016 Q2	$93K	Buy	1,815 +910	+101%	+$46.8K	0.05%	93
2016 Q1	$46K	Buy	+905	New	+$41.2K	0.03%	144

Other funds holding RFV

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

BOS

Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Stanford Investment Group's RFV Position: Q1 2017 in Review

Stanford Investment Group sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q1 2017, closing a stake of 1,815 shares — an estimated $112K sold.

Stanford Investment Group first reported a position in RFV in Q1 2016 and held it in 4 quarters. The position peaked at $112K in Q4 2016. 35 funds tracked by Wall St. Rank hold RFV as of Q1 2017.

Stanford Investment Group reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,815 Invesco S&P MidCap 400 Pure Value ETF shares in Q1 2017, an estimated $112K.
Stanford Investment Group first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q1 2016 and held it in 4 quarters.
Stanford Investment Group's Invesco S&P MidCap 400 Pure Value ETF position peaked at $112K in Q4 2016.
35 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.