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Wintrust Investments’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Wintrust Investments’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-51,560
Closed -$986K – 301
2017
Q1 		$986K Buy
51,560
+14,880
+41% +$283K 0.28% 83
2016
Q4 		$668K Buy
+36,680
New +$648K 0.28% 72

Other funds holding RSPM

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Wintrust Investments's RSPM Position: Q2 2017 in Review

Wintrust Investments sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2017, closing a stake of 51,560 shares — an estimated $986K sold.

Wintrust Investments first reported a position in RSPM in Q4 2016 and held it in 2 quarters. The position peaked at $986K in Q1 2017. 47 funds tracked by Wall St. Rank hold RSPM as of Q2 2017.

  • Wintrust Investments reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2017 after selling out during the quarter.
  • Wintrust Investments sold 51,560 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2017, an estimated $986K.
  • Wintrust Investments first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2016 and held it in 2 quarters.
  • Wintrust Investments's Invesco S&P 500 Equal Weight Materials ETF position peaked at $986K in Q1 2017.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2017.

Based on Wintrust Investments's 13F filing for Q2 2017, filed 4 Aug 2017.