Capital Investment Advisory Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Capital Investment Advisory Services’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 Q4	–	Sell	-166	Closed	-$6K	–	956
2019 Q3	$6K	Hold	166	–	–	﹤0.01%	1095
2019 Q2	$5K	Hold	166	–	–	﹤0.01%	1134
2019 Q1	$5K	Buy	+166	New	+$5.11K	﹤0.01%	974

Other funds holding LVHD

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Investment Advisory Services's LVHD Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2019, closing a stake of 166 shares — an estimated $6K sold.

Capital Investment Advisory Services first reported a position in LVHD in Q1 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 79 funds tracked by Wall St. Rank hold LVHD as of Q4 2019.

Capital Investment Advisory Services reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 166 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2019, an estimated $6K.
Capital Investment Advisory Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2019 and held it in 3 quarters.
Capital Investment Advisory Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $6K in Q3 2019.
79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.