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Winslow Evans & Crocker’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Winslow Evans & Crocker’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$304K Buy
+2,382
New +$283K 0.06% 268
2020
Q2 		– Sell
-20
Closed -$2K – 1164
2020
Q1 		$2K Sell
20
-252
-93% -$26.8K ﹤0.01% 1053
2019
Q4 		$32K Hold
272
– – 0.01% 590
2019
Q3 		$30K Sell
272
-150
-36% -$16.1K 0.01% 590
2019
Q2 		$46K Hold
422
– – 0.01% 525
2019
Q1 		$44K Hold
422
– – 0.01% 523
2018
Q4 		$40K Sell
422
-574
-58% -$56.9K 0.01% 502
2018
Q3 		$108K Hold
996
– – 0.03% 362
2018
Q2 		$102K Buy
996
+94
+10% +$9.53K 0.03% 366
2018
Q1 		$89.6K Sell
902
-1,270
-58% -$130K 0.03% 371
2017
Q4 		$219K Sell
2,172
-80
-4% -$7.85K 0.07% 245
2017
Q3 		$215K Sell
2,252
-1,714
-43% -$160K 0.07% 240
2017
Q2 		$368K Buy
3,966
+890
+29% +$81.6K 0.1% 221
2017
Q1 		$279K Buy
3,076
+1,664
+118% +$149K 0.09% 242
2016
Q4 		$122K Sell
1,412
-1,696
-55% -$143K 0.04% 370
2016
Q3 		$260K Buy
3,108
+1,760
+131% +$146K 0.07% 261
2016
Q2 		$108K Buy
1,348
+1
+0.1% +$79 0.03% 365
2016
Q1 		$106K Sell
1,347
-3,359
-71% -$247K 0.03% 355
2015
Q4 		$361K Buy
4,706
+616
+15% +$47.8K 0.1% 205
2015
Q3 		$301K Sell
4,090
-582
-12% -$45.3K 0.09% 218
2015
Q2 		$373K Buy
4,672
+632
+16% +$51.8K 0.11% 201
2015
Q1 		$327K Buy
4,040
+128
+3% +$10.3K 0.09% 225
2014
Q4 		$313K Buy
3,912
+124
+3% +$9.64K 0.09% 222
2014
Q3 		$287K Buy
3,788
+3,542
+1,440% +$272K 0.08% 253
2014
Q2 		$18.9K Sell
246
-214
-47% -$15.9K 0.01% 694
2014
Q1 		$33.6K Hold
460
– – 0.01% 563
2013
Q4 		$33K Buy
+460
New +$31.4K 0.01% 585

Other funds holding RSP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Winslow Evans & Crocker's RSP Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2020: 2,382 shares worth $304K. The stake represents 0.06% of the portfolio and ranks #268 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in RSP as recently as Q1 2020.

Winslow Evans & Crocker first reported a position in RSP in Q4 2013 and has held it in 27 quarters since. The position peaked at $373K in Q2 2015. 853 funds tracked by Wall St. Rank hold RSP as of Q4 2020.

  • Winslow Evans & Crocker held 2,382 shares of Invesco S&P 500 Equal Weight ETF worth $304K as of Q4 2020.
  • Invesco S&P 500 Equal Weight ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #268 holding.
  • Winslow Evans & Crocker first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2013 and has held it in 27 quarters since.
  • Winslow Evans & Crocker's Invesco S&P 500 Equal Weight ETF position peaked at $373K in Q2 2015.
  • 853 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.