Baltimore-Washington Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Baltimore-Washington Financial Advisors’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 Q4	–	Sell	-1,406	Closed	-$49K	–	303
2014 Q3	$49K	Hold	1,406	–	–	0.02%	140
2014 Q2	$50K	Hold	1,406	–	–	0.02%	157
2014 Q1	$48K	Hold	1,406	–	–	0.02%	136
2013 Q4	$47K	Buy	+1,406	New	+$45.6K	0.02%	169

Other funds holding SPLV

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KWILP

Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SPLV Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2014, closing a stake of 1,406 shares — an estimated $49K sold.

Baltimore-Washington Financial Advisors first reported a position in SPLV in Q4 2013 and held it in 4 quarters. The position peaked at $50K in Q2 2014. 213 funds tracked by Wall St. Rank hold SPLV as of Q4 2014.

Baltimore-Washington Financial Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2014 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 1,406 Invesco S&P 500 Low Volatility ETF shares in Q4 2014, an estimated $49K.
Baltimore-Washington Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2013 and held it in 4 quarters.
Baltimore-Washington Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $50K in Q2 2014.
213 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.