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West Oak Capital’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

West Oak Capital’s Portfolio RPG Stock Details RPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,000
Closed -$18.8K – 350
2017
Q2 		$18.8K Hold
1,000
– – 0.01% 242
2017
Q1 		$17.9K Buy
+1,000
New +$17.5K 0.01% 255

Other funds holding RPG

SEIA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

West Oak Capital's RPG Position: Q3 2017 in Review

West Oak Capital sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q3 2017, closing a stake of 1,000 shares — an estimated $18.8K sold.

West Oak Capital first reported a position in RPG in Q1 2017 and held it in 2 quarters. The position peaked at $18.8K in Q2 2017. 131 funds tracked by Wall St. Rank hold RPG as of Q3 2017.

  • West Oak Capital reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q3 2017 after selling out during the quarter.
  • West Oak Capital sold 1,000 Invesco S&P 500 Pure Growth ETF shares in Q3 2017, an estimated $18.8K.
  • West Oak Capital first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2017 and held it in 2 quarters.
  • West Oak Capital's Invesco S&P 500 Pure Growth ETF position peaked at $18.8K in Q2 2017.
  • 131 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q3 2017.

Based on West Oak Capital's 13F filing for Q3 2017, filed 10 Oct 2017.