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Taurus Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Taurus Asset Management’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
Q1 		– Sell
-3,240
Closed -$231K – 110
2013
Q4 		$231K Hold
3,240
– – 0.05% 97
2013
Q3 		$211K Buy
+3,240
New +$209K 0.05% 98

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Taurus Asset Management's RSP Position: Q1 2014 in Review

Taurus Asset Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2014, closing a stake of 3,240 shares — an estimated $231K sold.

Taurus Asset Management first reported a position in RSP in Q3 2013 and held it in 2 quarters. The position peaked at $231K in Q4 2013. 255 funds tracked by Wall St. Rank hold RSP as of Q1 2014.

  • Taurus Asset Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2014 after selling out during the quarter.
  • Taurus Asset Management sold 3,240 Invesco S&P 500 Equal Weight ETF shares in Q1 2014, an estimated $231K.
  • Taurus Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2013 and held it in 2 quarters.
  • Taurus Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $231K in Q4 2013.
  • 255 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2014.

Based on Taurus Asset Management's 13F filing for Q1 2014, filed 15 May 2014.