TT
RSPT icon

Tower Trust’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Tower Trust’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$461K Buy
57,500
+11,850
+26% +$92.9K 0.29% 89
2013
Q4 		$352K Buy
45,650
+4,800
+12% +$34.8K 0.21% 106
2013
Q3 		$285K Buy
+40,850
New +$278K 0.19% 121

Other funds holding RSPT

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tower Trust's RSPT Position: Q1 2014 in Review

Tower Trust increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 26% in Q1 2014, buying an estimated $92.9K and bringing the position to 57,500 shares worth $461K. The position accounts for 0.29% of the portfolio, ranked #89.

Tower Trust first reported a position in RSPT in Q3 2013 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold RSPT as of Q1 2014.

  • Tower Trust held 57,500 shares of Invesco S&P 500 Equal Weight Technology ETF worth $461K as of Q1 2014.
  • Tower Trust bought 11,850 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2014, an estimated $92.9K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.29% of Tower Trust's portfolio in Q1 2014, its #89 holding.
  • Tower Trust first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2013 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.