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Tiedemann Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Tiedemann Advisors’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-48,570
Closed -$863K – 451
2017
Q1 		$863K Buy
+48,570
New +$1.08M 0.07% 200

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors's RWJ Position: Q2 2017 in Review

Tiedemann Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2017, closing a stake of 48,570 shares — an estimated $863K sold.

Tiedemann Advisors first reported a position in RWJ in Q1 2017 and held it in 1 quarter. The position peaked at $863K in Q1 2017. 60 funds tracked by Wall St. Rank hold RWJ as of Q2 2017.

  • Tiedemann Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 48,570 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2017, an estimated $863K.
  • Tiedemann Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2017 and held it in 1 quarter.
  • Tiedemann Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $863K in Q1 2017.
  • 60 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2017.

Based on Tiedemann Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.