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Brinker Capital Investments’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Brinker Capital Investments’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
2019
Q2 		– Sell
-26
Closed -$3K – 952
2019
Q1 		$3K Buy
+26
New +$2.49K ﹤0.01% 758

Other funds holding LGLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Brinker Capital Investments's LGLV Position: Q2 2019 in Review

Brinker Capital Investments sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2019, closing a stake of 26 shares — an estimated $3K sold.

Brinker Capital Investments first reported a position in LGLV in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 85 funds tracked by Wall St. Rank hold LGLV as of Q2 2019.

  • Brinker Capital Investments reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2019 after selling out during the quarter.
  • Brinker Capital Investments sold 26 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2019, an estimated $3K.
  • Brinker Capital Investments first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2019 and held it in 1 quarter.
  • Brinker Capital Investments's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3K in Q1 2019.
  • 85 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2019.

Based on Brinker Capital Investments's 13F filing for Q2 2019, filed 14 Aug 2019.