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Strategic Capital Alternatives’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Strategic Capital Alternatives’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
Q3 		$359K Sell
4,884
-23
-0.5% -$1.79K 0.08% 160
2015
Q2 		$392K Buy
+4,907
New +$402K 0.09% 143

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

Strategic Capital Alternatives's RSP Position: Q3 2015 in Review

Strategic Capital Alternatives reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.47% in Q3 2015, selling an estimated $1.79K and leaving 4,884 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #160.

Strategic Capital Alternatives first reported a position in RSP in Q2 2015 and has held it in 2 quarters since. The position peaked at $392K in Q2 2015. 319 funds tracked by Wall St. Rank hold RSP as of Q3 2015.

  • Strategic Capital Alternatives held 4,884 shares of Invesco S&P 500 Equal Weight ETF worth $359K as of Q3 2015.
  • Strategic Capital Alternatives sold 23 Invesco S&P 500 Equal Weight ETF shares in Q3 2015, an estimated $1.79K.
  • Invesco S&P 500 Equal Weight ETF made up 0.08% of Strategic Capital Alternatives's portfolio in Q3 2015, its #160 holding.
  • Strategic Capital Alternatives first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2015 and has held it in 2 quarters since.
  • Strategic Capital Alternatives's Invesco S&P 500 Equal Weight ETF position peaked at $392K in Q2 2015.
  • 319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.