Winslow Evans & Crocker’s Invesco S&P Financials Revenue ETF RWW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-100	Closed	-$6.14K	–	1291
2017 Q2	$6.14K	Hold	100	–	–	﹤0.01%	1022
2017 Q1	$5.92K	Hold	100	–	–	﹤0.01%	1006
2016 Q4	$5.76K	Hold	100	–	–	﹤0.01%	1009
2016 Q3	$4.83K	Hold	100	–	–	﹤0.01%	1067
2016 Q2	$4.51K	Hold	100	–	–	﹤0.01%	1055
2016 Q1	$4.53K	Hold	100	–	–	﹤0.01%	1047
2015 Q4	$4.81K	Hold	100	–	–	﹤0.01%	1080
2015 Q3	$4.57K	Hold	100	–	–	﹤0.01%	1058
2015 Q2	$5.01K	Hold	100	–	–	﹤0.01%	1080
2015 Q1	$4.88K	Hold	100	–	–	﹤0.01%	1034
2014 Q4	$5.07K	Hold	100	–	–	﹤0.01%	1043
2014 Q3	$4.79K	Hold	100	–	–	﹤0.01%	1109
2014 Q2	$4.65K	Hold	100	–	–	﹤0.01%	1047
2014 Q1	$4.58K	Hold	100	–	–	﹤0.01%	1039
2013 Q4	$5K	Buy	+100	New	+$4.31K	﹤0.01%	1151

Other funds holding RWW

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

RJA

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Winslow Evans & Crocker sold out of Invesco S&P Financials Revenue ETF (RWW) in Q3 2017, closing a stake of 100 shares — an estimated $6.14K sold.

Winslow Evans & Crocker first reported a position in RWW in Q4 2013 and held it in 15 quarters. The position peaked at $6.14K in Q2 2017. 16 funds tracked by Wall St. Rank hold RWW as of Q3 2017.

Winslow Evans & Crocker reported no remaining Invesco S&P Financials Revenue ETF position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 100 Invesco S&P Financials Revenue ETF shares in Q3 2017, an estimated $6.14K.
Winslow Evans & Crocker first reported a position in Invesco S&P Financials Revenue ETF in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's Invesco S&P Financials Revenue ETF position peaked at $6.14K in Q2 2017.
16 funds tracked by Wall St. Rank held Invesco S&P Financials Revenue ETF as of Q3 2017.

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