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Cornerstone Wealth Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Cornerstone Wealth Group’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
Q2 		– Sell
-196,804
Closed -$6.26M – 168
2019
Q1 		$6.26M Buy
+196,804
New +$6.06M 1.57% 15

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Wealth Group's LVHD Position: Q2 2019 in Review

Cornerstone Wealth Group sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2019, closing a stake of 196,804 shares — an estimated $6.26M sold.

Cornerstone Wealth Group first reported a position in LVHD in Q1 2019 and held it in 1 quarter. The position peaked at $6.26M in Q1 2019. 59 funds tracked by Wall St. Rank hold LVHD as of Q2 2019.

  • Cornerstone Wealth Group reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Group sold 196,804 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2019, an estimated $6.26M.
  • Cornerstone Wealth Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2019 and held it in 1 quarter.
  • Cornerstone Wealth Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $6.26M in Q1 2019.
  • 59 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2019.

Based on Cornerstone Wealth Group's 13F filing for Q2 2019, filed 8 Aug 2019.