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Tiedemann Wealth Management Holdings’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Tiedemann Wealth Management Holdings’s Portfolio RPV Stock Details RPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,956
Closed -$228K – 15
2016
Q4 		$228K Hold
3,956
– – 0.51% 17
2016
Q3 		$209K Buy
+3,956
New +$208K 0.52% 12

Other funds holding RPV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tiedemann Wealth Management Holdings's RPV Position: Q1 2017 in Review

Tiedemann Wealth Management Holdings sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2017, closing a stake of 3,956 shares — an estimated $228K sold.

Tiedemann Wealth Management Holdings first reported a position in RPV in Q3 2016 and held it in 2 quarters. The position peaked at $228K in Q4 2016. 110 funds tracked by Wall St. Rank hold RPV as of Q1 2017.

  • Tiedemann Wealth Management Holdings reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2017 after selling out during the quarter.
  • Tiedemann Wealth Management Holdings sold 3,956 Invesco S&P 500 Pure Value ETF shares in Q1 2017, an estimated $228K.
  • Tiedemann Wealth Management Holdings first reported a position in Invesco S&P 500 Pure Value ETF in Q3 2016 and held it in 2 quarters.
  • Tiedemann Wealth Management Holdings's Invesco S&P 500 Pure Value ETF position peaked at $228K in Q4 2016.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q1 2017, filed 8 May 2017.