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Woodley Farra Manion Portfolio Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Woodley Farra Manion Portfolio Management’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
Q3 		– Sell
-250
Closed -$25K – 330
2020
Q2 		$25K Hold
250
– – ﹤0.01% 214
2020
Q1 		$21K Hold
250
– – ﹤0.01% 226
2019
Q4 		$29K Buy
+250
New +$27.8K ﹤0.01% 223

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's RSP Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2020, closing a stake of 250 shares — an estimated $25K sold.

Woodley Farra Manion Portfolio Management first reported a position in RSP in Q4 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 693 funds tracked by Wall St. Rank hold RSP as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 250 Invesco S&P 500 Equal Weight ETF shares in Q3 2020, an estimated $25K.
  • Woodley Farra Manion Portfolio Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Invesco S&P 500 Equal Weight ETF position peaked at $29K in Q4 2019.
  • 693 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.