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TCI Wealth Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

TCI Wealth Advisors’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-20
Closed -$1K – 1374
2017
Q2 		$1K Buy
+20
New +$1.11K ﹤0.01% 1205

Other funds holding RSPG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCI Wealth Advisors's RSPG Position: Q3 2017 in Review

TCI Wealth Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q3 2017, closing a stake of 20 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in RSPG in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 55 funds tracked by Wall St. Rank hold RSPG as of Q3 2017.

  • TCI Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q3 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 20 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2017, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2017 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $1K in Q2 2017.
  • 55 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.