TF
RSP icon

Trutina Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Trutina Financial’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
Q2 		– Sell
-483
Closed -$35K – 203
2014
Q1 		$35K Buy
+483
New +$34.5K 0.03% 141

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Trutina Financial's RSP Position: Q2 2014 in Review

Trutina Financial sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2014, closing a stake of 483 shares — an estimated $35K sold.

Trutina Financial first reported a position in RSP in Q1 2014 and held it in 1 quarter. The position peaked at $35K in Q1 2014. 269 funds tracked by Wall St. Rank hold RSP as of Q2 2014.

  • Trutina Financial reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 483 Invesco S&P 500 Equal Weight ETF shares in Q2 2014, an estimated $35K.
  • Trutina Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2014 and held it in 1 quarter.
  • Trutina Financial's Invesco S&P 500 Equal Weight ETF position peaked at $35K in Q1 2014.
  • 269 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.