WealthShield’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

WealthShield’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$618K	Buy	+33,950	New	+$602K	0.38%	58

Other funds holding RSPH

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

RJA

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

WealthShield's RSPH Position: Q4 2017 in Review

WealthShield opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2017: 33,950 shares worth $618K. The stake represents 0.38% of the portfolio and ranks #58 among its holdings.

120 funds tracked by Wall St. Rank hold RSPH as of Q4 2017.

WealthShield held 33,950 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $618K as of Q4 2017.
Invesco S&P 500 Equal Weight Health Care ETF was a new WealthShield position in Q4 2017.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.38% of WealthShield's portfolio in Q4 2017, its #58 holding.
120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.