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BerganKDV Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

BerganKDV Wealth Management’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
2019
Q3 		– Sell
-400
Closed -$13K – 735
2019
Q2 		$13K Hold
400
– – ﹤0.01% 485
2019
Q1 		$13K Buy
+400
New +$12.3K ﹤0.01% 491

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BerganKDV Wealth Management's LVHD Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2019, closing a stake of 400 shares — an estimated $13K sold.

BerganKDV Wealth Management first reported a position in LVHD in Q1 2019 and held it in 2 quarters. The position peaked at $13K in Q2 2019. 63 funds tracked by Wall St. Rank hold LVHD as of Q3 2019.

  • BerganKDV Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 400 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2019, an estimated $13K.
  • BerganKDV Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $13K in Q2 2019.
  • 63 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.