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Stanford Investment Group’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-2,305
Closed -$133K – 223
2016
Q4 		$133K Hold
2,305
– – 0.06% 71
2016
Q3 		$122K Hold
2,305
– – 0.06% 84
2016
Q2 		$118K Hold
2,305
– – 0.06% 83
2016
Q1 		$116K Buy
+2,305
New +$108K 0.07% 83
2015
Q2 		– Sell
-2,467
Closed -$133K – 357
2015
Q1 		$133K Buy
2,467
+8
+0.3% +$432 0.11% 76
2014
Q4 		$135K Buy
+2,459
New +$132K 0.11% 76

Other funds holding RPV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.33B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

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

Stanford Investment Group sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2017, closing a stake of 2,305 shares — an estimated $133K sold.

Stanford Investment Group first reported a position in RPV in Q4 2014 and held it in 6 quarters. The position peaked at $135K in Q4 2014. 110 funds tracked by Wall St. Rank hold RPV as of Q1 2017.

  • Stanford Investment Group reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,305 Invesco S&P 500 Pure Value ETF shares in Q1 2017, an estimated $133K.
  • Stanford Investment Group first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2014 and held it in 6 quarters.
  • Stanford Investment Group's Invesco S&P 500 Pure Value ETF position peaked at $135K in Q4 2014.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2017.

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