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Tiedemann Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Tiedemann Trust’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
Q3 		– Sell
-15,726
Closed -$1.21M – 81
2014
Q2 		$1.21M Sell
15,726
-16,677
-51% -$1.24M 0.12% 54
2014
Q1 		$2.37K Buy
+32,403
New +$2.31M 0.26% 54

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Tiedemann Trust's RSP Position: Q3 2014 in Review

Tiedemann Trust sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2014, closing a stake of 15,726 shares — an estimated $1.21M sold.

Tiedemann Trust first reported a position in RSP in Q1 2014 and held it in 2 quarters. The position peaked at $1.21M in Q2 2014. 287 funds tracked by Wall St. Rank hold RSP as of Q3 2014.

  • Tiedemann Trust reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2014 after selling out during the quarter.
  • Tiedemann Trust sold 15,726 Invesco S&P 500 Equal Weight ETF shares in Q3 2014, an estimated $1.21M.
  • Tiedemann Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2014 and held it in 2 quarters.
  • Tiedemann Trust's Invesco S&P 500 Equal Weight ETF position peaked at $1.21M in Q2 2014.
  • 287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2014.

Based on Tiedemann Trust's 13F filing for Q3 2014, filed 10 Nov 2014.