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Twele Capital Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Twele Capital Management’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-20,000
Closed -$658K – 65
2013
Q3 		$658K Hold
20,000
– – 0.22% 52
2013
Q2 		$628K Buy
+20,000
New +$624K 0.22% 50

Other funds holding RWL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Twele Capital Management's RWL Position: Q4 2013 in Review

Twele Capital Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2013, closing a stake of 20,000 shares — an estimated $658K sold.

Twele Capital Management first reported a position in RWL in Q2 2013 and held it in 2 quarters. The position peaked at $658K in Q3 2013. 26 funds tracked by Wall St. Rank hold RWL as of Q4 2013.

  • Twele Capital Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2013 after selling out during the quarter.
  • Twele Capital Management sold 20,000 Invesco S&P 500 Revenue ETF shares in Q4 2013, an estimated $658K.
  • Twele Capital Management first reported a position in Invesco S&P 500 Revenue ETF in Q2 2013 and held it in 2 quarters.
  • Twele Capital Management's Invesco S&P 500 Revenue ETF position peaked at $658K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2013.

Based on Twele Capital Management's 13F filing for Q4 2013, filed 9 Jan 2014.