Carroll Financial Associates’s Natixis Seeyond International Minimum Volatility ETF MVIN Stock Holding History

Carroll Financial Associates’s Portfolio MVIN Stock Details MVIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-450	Closed	-$15K	–	1769
2020 Q1	$15K	Hold	450	–	–	﹤0.01%	849
2019 Q4	$19K	Hold	450	–	–	﹤0.01%	897
2019 Q3	$19K	Hold	450	–	–	﹤0.01%	850
2019 Q2	$19K	Buy	+450	New	+$19.3K	﹤0.01%	850

Other funds holding MVIN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carroll Financial Associates's MVIN Position: Q2 2020 in Review

Carroll Financial Associates sold out of Natixis Seeyond International Minimum Volatility ETF (MVIN) in Q2 2020, closing a stake of 450 shares — an estimated $15K sold.

Carroll Financial Associates first reported a position in MVIN in Q2 2019 and held it in 4 quarters. The position peaked at $19K in Q4 2019. 11 funds tracked by Wall St. Rank hold MVIN as of Q2 2020.

Carroll Financial Associates reported no remaining Natixis Seeyond International Minimum Volatility ETF position as of Q2 2020 after selling out during the quarter.
Carroll Financial Associates sold 450 Natixis Seeyond International Minimum Volatility ETF shares in Q2 2020, an estimated $15K.
Carroll Financial Associates first reported a position in Natixis Seeyond International Minimum Volatility ETF in Q2 2019 and held it in 4 quarters.
Carroll Financial Associates's Natixis Seeyond International Minimum Volatility ETF position peaked at $19K in Q4 2019.
11 funds tracked by Wall St. Rank held Natixis Seeyond International Minimum Volatility ETF as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.