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WhitTier Trust Company’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

WhitTier Trust Company’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-250
Closed -$7K – 1047
2018
Q4 		$7K Buy
+250
New +$7.32K ﹤0.01% 884

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WhitTier Trust Company's RFG Position: Q1 2019 in Review

WhitTier Trust Company sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2019, closing a stake of 250 shares — an estimated $7K sold.

WhitTier Trust Company first reported a position in RFG in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 91 funds tracked by Wall St. Rank hold RFG as of Q1 2019.

  • WhitTier Trust Company reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q1 2019 after selling out during the quarter.
  • WhitTier Trust Company sold 250 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2019, an estimated $7K.
  • WhitTier Trust Company first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2018 and held it in 1 quarter.
  • WhitTier Trust Company's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $7K in Q4 2018.
  • 91 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2019.

Based on WhitTier Trust Company's 13F filing for Q1 2019, filed 29 Apr 2019.