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

Winslow Evans & Crocker’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-100	Closed	-$1.74K	–	1230
2017 Q2	$1.74K	Hold	100	–	–	﹤0.01%	1189
2017 Q1	$1.6K	Hold	100	–	–	﹤0.01%	1159
2016 Q4	$1.46K	Hold	100	–	–	﹤0.01%	1171
2016 Q3	$1.56K	Hold	100	–	–	﹤0.01%	1208
2016 Q2	$1.51K	Hold	100	–	–	﹤0.01%	1192
2016 Q1	$1.44K	Hold	100	–	–	﹤0.01%	1194
2015 Q4	$1.54K	Hold	100	–	–	﹤0.01%	1263
2015 Q3	$1.41K	Hold	100	–	–	﹤0.01%	1211
2015 Q2	$1.6K	Hold	100	–	–	﹤0.01%	1223
2015 Q1	$1.55K	Hold	100	–	–	﹤0.01%	1190
2014 Q4	$1.43K	Hold	100	–	–	﹤0.01%	1218
2014 Q3	$1.29K	Hold	100	–	–	﹤0.01%	1313
2014 Q2	$1.24K	Hold	100	–	–	﹤0.01%	1226
2014 Q1	$1.17K	Hold	100	–	–	﹤0.01%	1213
2013 Q4	$1K	Buy	+100	New	+$1.06K	﹤0.01%	1361

Other funds holding RSPH

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WSTAM

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Winslow Evans & Crocker's RSPH Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2017, closing a stake of 100 shares — an estimated $1.74K sold.

Winslow Evans & Crocker first reported a position in RSPH in Q4 2013 and held it in 15 quarters. The position peaked at $1.74K in Q2 2017. 100 funds tracked by Wall St. Rank hold RSPH as of Q3 2017.

Winslow Evans & Crocker reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 100 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2017, an estimated $1.74K.
Winslow Evans & Crocker first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.74K in Q2 2017.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.