Colton Groome Financial Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Colton Groome Financial Advisors’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	-59,556	Closed	-$6.8M	–	72
2019 Q4	$6.8M	Sell	59,556 -8,562	-13%	-$958K	4.87%	7
2019 Q3	$7.56M	Buy	+68,118	New	+$7.51M	5.58%	4

Other funds holding LGLV

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

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

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Colton Groome Financial Advisors's LGLV Position: Q1 2020 in Review

Colton Groome Financial Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2020, closing a stake of 59,556 shares — an estimated $6.8M sold.

Colton Groome Financial Advisors first reported a position in LGLV in Q3 2019 and held it in 2 quarters. The position peaked at $7.56M in Q3 2019. 139 funds tracked by Wall St. Rank hold LGLV as of Q1 2020.

Colton Groome Financial Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
Colton Groome Financial Advisors sold 59,556 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2020, an estimated $6.8M.
Colton Groome Financial Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and held it in 2 quarters.
Colton Groome Financial Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $7.56M in Q3 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 Colton Groome Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.