STI
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Susquehanna Trust & Investment’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Susquehanna Trust & Investment’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
Q2 		$700K Buy
8,763
+17
+0.2% +$1.39K 0.15% 74
2015
Q1 		$709K Buy
8,746
+1,054
+14% +$84.8K 0.15% 69
2014
Q4 		$616K Sell
7,692
-348
-4% -$27.1K 0.13% 72
2014
Q3 		$610K Sell
8,040
-18
-0.2% -$1.38K 0.13% 72
2014
Q2 		$618K Sell
8,058
-8
-0.1% -$593 0.13% 69
2014
Q1 		$589K Sell
8,066
-87
-1% -$6.21K 0.13% 70
2013
Q4 		$581K Sell
8,153
-917
-10% -$62.7K 0.12% 69
2013
Q3 		$591K Sell
9,070
-402
-4% -$25.9K 0.13% 63
2013
Q2 		$581K Buy
+9,472
New +$580K 0.14% 61

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return