Blue Bell Private Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Blue Bell Private Wealth Management’s Portfolio XMLV Stock Details XMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-281	Closed	-$8K	–	427
2014 Q1	$8K	Hold	281	–	–	0.01%	346
2013 Q4	$8K	Buy	+281	New	+$7.86K	0.01%	362

Other funds holding XMLV

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

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Blue Bell Private Wealth Management's XMLV Position: Q2 2014 in Review

Blue Bell Private Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q2 2014, closing a stake of 281 shares — an estimated $8K sold.

Blue Bell Private Wealth Management first reported a position in XMLV in Q4 2013 and held it in 2 quarters. The position peaked at $8K in Q1 2014. 16 funds tracked by Wall St. Rank hold XMLV as of Q2 2014.

Blue Bell Private Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q2 2014 after selling out during the quarter.
Blue Bell Private Wealth Management sold 281 Invesco S&P MidCap Low Volatility ETF shares in Q2 2014, an estimated $8K.
Blue Bell Private Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2013 and held it in 2 quarters.
Blue Bell Private Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $8K in Q1 2014.
16 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2014.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2014, filed 29 Jul 2014.