United Capital Financial Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

United Capital Financial Advisors’s Portfolio RSPG Stock Details RSPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-26,418	Closed	-$1.64M	–	1357
2018 Q3	$1.64M	Buy	26,418 +750	+3%	+$46.2K	0.01%	652
2018 Q2	$1.6M	Buy	25,668 +600	+2%	+$36.3K	0.01%	642
2018 Q1	$1.36M	Buy	25,068 +3,289	+15%	+$187K	0.01%	690
2017 Q4	$1.27M	Sell	21,779 -2,962	-12%	-$163K	0.01%	724
2017 Q3	$1.36M	Sell	24,741 -3,289	-12%	-$171K	0.01%	690
2017 Q2	$1.48M	Sell	28,030 -4,880	-15%	-$270K	0.01%	651
2017 Q1	$1.95M	Sell	32,910 -8,990	-21%	-$548K	0.02%	578
2016 Q4	$2.68M	Buy	+41,900	New	+$2.56M	0.03%	501

Other funds holding RSPG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's RSPG Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q4 2018, closing a stake of 26,418 shares — an estimated $1.64M sold.

United Capital Financial Advisors first reported a position in RSPG in Q4 2016 and held it in 8 quarters. The position peaked at $2.68M in Q4 2016. 71 funds tracked by Wall St. Rank hold RSPG as of Q4 2018.

United Capital Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 26,418 Invesco S&P 500 Equal Weight Energy ETF shares in Q4 2018, an estimated $1.64M.
United Capital Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2016 and held it in 8 quarters.
United Capital Financial Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $2.68M in Q4 2016.
71 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.