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

Stanford Investment Group’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,790
Closed -$103K – 225
2016
Q4 		$103K Buy
+2,790
New +$95.3K 0.05% 88

Other funds holding RSPF

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
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
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

Stanford Investment Group sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2017, closing a stake of 2,790 shares — an estimated $103K sold.

Stanford Investment Group first reported a position in RSPF in Q4 2016 and held it in 1 quarter. The position peaked at $103K in Q4 2016. 66 funds tracked by Wall St. Rank hold RSPF as of Q1 2017.

  • Stanford Investment Group reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,790 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2017, an estimated $103K.
  • Stanford Investment Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2016 and held it in 1 quarter.
  • Stanford Investment Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $103K in Q4 2016.
  • 66 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2017.

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