Stanford Investment Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,970	Closed	-$145K	–	344
2015 Q3	$145K	Hold	1,970	–	–	0.11%	62
2015 Q2	$157K	Hold	1,970	–	–	0.12%	64
2015 Q1	$160K	Hold	1,970	–	–	0.13%	64
2014 Q4	$158K	Buy	+1,970	New	+$153K	0.13%	62

Other funds holding RSP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

Stanford Investment Group's RSP Position: Q4 2015 in Review

Stanford Investment Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2015, closing a stake of 1,970 shares — an estimated $145K sold.

Stanford Investment Group first reported a position in RSP in Q4 2014 and held it in 4 quarters. The position peaked at $160K in Q1 2015. 341 funds tracked by Wall St. Rank hold RSP as of Q4 2015.

Stanford Investment Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2015 after selling out during the quarter.
Stanford Investment Group sold 1,970 Invesco S&P 500 Equal Weight ETF shares in Q4 2015, an estimated $145K.
Stanford Investment Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and held it in 4 quarters.
Stanford Investment Group's Invesco S&P 500 Equal Weight ETF position peaked at $160K in Q1 2015.
341 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2015.

Based on Stanford Investment Group's 13F filing for Q4 2015, filed 10 Nov 2016.