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YorkBridge Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

YorkBridge Wealth Partners’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
2018
Q1 		– Sell
-365
Closed -$36K – 873
2017
Q4 		$36K Buy
+365
New +$35.8K 0.02% 408

Other funds holding RSP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

YorkBridge Wealth Partners's RSP Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2018, closing a stake of 365 shares — an estimated $36K sold.

YorkBridge Wealth Partners first reported a position in RSP in Q4 2017 and held it in 1 quarter. The position peaked at $36K in Q4 2017. 483 funds tracked by Wall St. Rank hold RSP as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 365 Invesco S&P 500 Equal Weight ETF shares in Q1 2018, an estimated $36K.
  • YorkBridge Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $36K in Q4 2017.
  • 483 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.