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

Strid 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
2016
Q3 		– Sell
-348,487
Closed -$28.2M – 44
2016
Q2 		$28.2M Buy
+348,487
New +$27.7M 11.81% 4

Other funds holding RSP

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

Strid Group's RSP Position: Q3 2016 in Review

Strid Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2016, closing a stake of 348,487 shares — an estimated $28.2M sold.

Strid Group first reported a position in RSP in Q2 2016 and held it in 1 quarter. The position peaked at $28.2M in Q2 2016. 366 funds tracked by Wall St. Rank hold RSP as of Q3 2016.

  • Strid Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2016 after selling out during the quarter.
  • Strid Group sold 348,487 Invesco S&P 500 Equal Weight ETF shares in Q3 2016, an estimated $28.2M.
  • Strid Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2016 and held it in 1 quarter.
  • Strid Group's Invesco S&P 500 Equal Weight ETF position peaked at $28.2M in Q2 2016.
  • 366 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2016.

Based on Strid Group's 13F filing for Q3 2016, filed 8 Nov 2016.