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Waldron Private Wealth’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Waldron Private Wealth’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,620
Closed -$202K – 159
2016
Q2 		$202K Buy
+4,620
New +$191K 0.07% 153

Other funds holding RSPU

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Waldron Private Wealth's RSPU Position: Q3 2016 in Review

Waldron Private Wealth sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2016, closing a stake of 4,620 shares — an estimated $202K sold.

Waldron Private Wealth first reported a position in RSPU in Q2 2016 and held it in 1 quarter. The position peaked at $202K in Q2 2016. 47 funds tracked by Wall St. Rank hold RSPU as of Q3 2016.

  • Waldron Private Wealth reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2016 after selling out during the quarter.
  • Waldron Private Wealth sold 4,620 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2016, an estimated $202K.
  • Waldron Private Wealth first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2016 and held it in 1 quarter.
  • Waldron Private Wealth's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $202K in Q2 2016.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2016.

Based on Waldron Private Wealth's 13F filing for Q3 2016, filed 14 Nov 2016.