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

Sumit Capital’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
2014
Q4 		– Sell
-9,560
Closed -$725K – 64
2014
Q3 		$725K Buy
+9,560
New +$734K 2.87% 3

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Sumit Capital's RSP Position: Q4 2014 in Review

Sumit Capital sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2014, closing a stake of 9,560 shares — an estimated $725K sold.

Sumit Capital first reported a position in RSP in Q3 2014 and held it in 1 quarter. The position peaked at $725K in Q3 2014. 331 funds tracked by Wall St. Rank hold RSP as of Q4 2014.

  • Sumit Capital reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2014 after selling out during the quarter.
  • Sumit Capital sold 9,560 Invesco S&P 500 Equal Weight ETF shares in Q4 2014, an estimated $725K.
  • Sumit Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2014 and held it in 1 quarter.
  • Sumit Capital's Invesco S&P 500 Equal Weight ETF position peaked at $725K in Q3 2014.
  • 331 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2014.

Based on Sumit Capital's 13F filing for Q4 2014, filed 9 Feb 2015.