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Convergent Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Convergent Wealth Advisors’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-37,785
Closed -$1.18M – 38
2013
Q2 		$1.18M Buy
+37,785
New +$1.19M 0.21% 20

Other funds holding SPLV

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Convergent Wealth Advisors's SPLV Position: Q3 2013 in Review

Convergent Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2013, closing a stake of 37,785 shares — an estimated $1.18M sold.

Convergent Wealth Advisors first reported a position in SPLV in Q2 2013 and held it in 1 quarter. The position peaked at $1.18M in Q2 2013. 142 funds tracked by Wall St. Rank hold SPLV as of Q3 2013.

  • Convergent Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2013 after selling out during the quarter.
  • Convergent Wealth Advisors sold 37,785 Invesco S&P 500 Low Volatility ETF shares in Q3 2013, an estimated $1.18M.
  • Convergent Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and held it in 1 quarter.
  • Convergent Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.18M in Q2 2013.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2013.

Based on Convergent Wealth Advisors's 13F filing for Q3 2013, filed 8 Nov 2013.