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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return