Winch Advisory Services’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Winch Advisory Services’s Portfolio RSPT Stock Details RSPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-140	Closed	-$2K	–	308
2016 Q4	$2K	Sell	140 -300	-68%	-$3.19K	﹤0.01%	239
2016 Q3	$5K	Sell	440 -520	-54%	-$5.26K	﹤0.01%	194
2016 Q2	$9K	Buy	960 +100	+12%	+$928	0.01%	156
2016 Q1	$8K	Sell	860 -10	-1%	-$87	0.01%	135
2015 Q4	$8K	Buy	870 +190	+28%	+$1.76K	0.01%	147
2015 Q3	$6K	Sell	680 -698,540	-100%	-$6.19M	0.01%	149
2015 Q2	$6.31M	Sell	699,220 -7,760	-1%	-$72.6K	3.45%	5
2015 Q1	$6.5M	Buy	+706,980	New	+$6.45M	3.78%	6
2014 Q4	–	Sell	-745,120	Closed	-$6.34M	–	154
2014 Q3	$6.34M	Buy	745,120 +5,270	+0.7%	+$44.8K	4.06%	6
2014 Q2	$6.2M	Sell	739,850 -151,430	-17%	-$1.22M	3.64%	6
2014 Q1	$7.15M	Buy	+891,280	New	+$6.99M	4.53%	4

Other funds holding RSPT

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WSTAM

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

RJA

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Winch Advisory Services's RSPT Position: Q1 2017 in Review

Winch Advisory Services sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2017, closing a stake of 140 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in RSPT in Q1 2014 and held it in 11 quarters. The position peaked at $7.15M in Q1 2014. 112 funds tracked by Wall St. Rank hold RSPT as of Q1 2017.

Winch Advisory Services reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2017 after selling out during the quarter.
Winch Advisory Services sold 140 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2017, an estimated $2K.
Winch Advisory Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2014 and held it in 11 quarters.
Winch Advisory Services's Invesco S&P 500 Equal Weight Technology ETF position peaked at $7.15M in Q1 2014.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2017.

Based on Winch Advisory Services's 13F filing for Q1 2017, filed 1 May 2017.