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TMD & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

TMD & Associates’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
2016
Q1 		– Sell
-4,892
Closed -$375K – 53
2015
Q4 		$375K Buy
+4,892
New +$380K 0.34% 41

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TMD & Associates's RSP Position: Q1 2016 in Review

TMD & Associates sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2016, closing a stake of 4,892 shares — an estimated $375K sold.

TMD & Associates first reported a position in RSP in Q4 2015 and held it in 1 quarter. The position peaked at $375K in Q4 2015. 329 funds tracked by Wall St. Rank hold RSP as of Q1 2016.

  • TMD & Associates reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2016 after selling out during the quarter.
  • TMD & Associates sold 4,892 Invesco S&P 500 Equal Weight ETF shares in Q1 2016, an estimated $375K.
  • TMD & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and held it in 1 quarter.
  • TMD & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $375K in Q4 2015.
  • 329 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2016.

Based on TMD & Associates's 13F filing for Q1 2016, filed 16 May 2016.