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Braun-Bostich & Associates’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Braun-Bostich & Associates’s Portfolio LGLV Stock Details LGLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-53
Closed -$6K – 316
2019
Q4 		$6K Buy
+53
New +$5.93K 0.01% 274

Other funds holding LGLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Braun-Bostich & Associates's LGLV Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2020, closing a stake of 53 shares — an estimated $6K sold.

Braun-Bostich & Associates first reported a position in LGLV in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 139 funds tracked by Wall St. Rank hold LGLV as of Q1 2020.

  • Braun-Bostich & Associates reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 53 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2020, an estimated $6K.
  • Braun-Bostich & Associates first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 1 quarter.
  • Braun-Bostich & Associates's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $6K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.