ACI
LVHD icon

Alpha Cubed Investments’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Alpha Cubed Investments’s Portfolio LVHD Stock Details LVHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,108
Closed -$256K – 236
2017
Q4 		$256K Buy
+8,108
New +$252K 0.03% 199

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Alpha Cubed Investments's LVHD Position: Q1 2018 in Review

Alpha Cubed Investments sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2018, closing a stake of 8,108 shares — an estimated $256K sold.

Alpha Cubed Investments first reported a position in LVHD in Q4 2017 and held it in 1 quarter. The position peaked at $256K in Q4 2017. 44 funds tracked by Wall St. Rank hold LVHD as of Q1 2018.

  • Alpha Cubed Investments reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2018 after selling out during the quarter.
  • Alpha Cubed Investments sold 8,108 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2018, an estimated $256K.
  • Alpha Cubed Investments first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2017 and held it in 1 quarter.
  • Alpha Cubed Investments's Franklin US Low Volatility High Dividend Index ETF position peaked at $256K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2018.

Based on Alpha Cubed Investments's 13F filing for Q1 2018, filed 9 May 2018.