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

Cornerstone Wealth Management’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
2018 Q1	$525K	Buy	17,980 +331	+2%	+$10.1K	0.1%	201
2017 Q4	$555K	Buy	17,649 +1,413	+9%	+$43.9K	0.1%	195
2017 Q3	$498K	Sell	16,236 -2,335	-13%	-$70.4K	0.1%	203
2017 Q2	$553K	Sell	18,571 -480	-3%	-$14.4K	0.12%	163
2017 Q1	$564K	Buy	19,051 +711	+4%	+$20.9K	0.14%	147
2016 Q4	$525K	Buy	18,340 +85	+0.5%	+$2.37K	0.17%	123
2016 Q3	$499K	Buy	+18,255	New	+$519K	0.18%	113
2016 Q1	$1.16M	Buy	+9,662	New	+$244K	0.88%	24

Other funds holding LVHD

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cornerstone Wealth Management's LVHD Position: Q1 2018 in Review

Cornerstone Wealth Management increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 1.9% in Q1 2018, buying an estimated $10.1K and bringing the position to 17,980 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #201.

Cornerstone Wealth Management first reported a position in LVHD in Q1 2016 and has held it in 8 quarters since. The position peaked at $1.16M in Q1 2016. 44 funds tracked by Wall St. Rank hold LVHD as of Q1 2018.

Cornerstone Wealth Management held 17,980 shares of Franklin US Low Volatility High Dividend Index ETF worth $525K as of Q1 2018.
Cornerstone Wealth Management bought 331 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2018, an estimated $10.1K.
Franklin US Low Volatility High Dividend Index ETF made up 0.1% of Cornerstone Wealth Management's portfolio in Q1 2018, its #201 holding.
Cornerstone Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2016 and has held it in 8 quarters since.
Cornerstone Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.16M in Q1 2016.
44 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.