1919 Investment Counsel’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

1919 Investment Counsel’s Portfolio SPLV Stock Details SPLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$5K	Hold	126	–	–	﹤0.01%	927
2014 Q2	$5K	Buy	+126	New	+$4.36K	﹤0.01%	960

Other funds holding SPLV

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

1919 Investment Counsel's SPLV Position: Q3 2014 in Review

1919 Investment Counsel held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2014 at 126 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

1919 Investment Counsel first reported a position in SPLV in Q2 2014 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold SPLV as of Q3 2014.

1919 Investment Counsel held 126 shares of Invesco S&P 500 Low Volatility ETF worth $5K as of Q3 2014.
1919 Investment Counsel left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2014.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #927 holding.
1919 Investment Counsel first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2014 and has held it in 2 quarters since.
176 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.