Doyle Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-350	Closed	-$38K	–	504
2019 Q2	$38K	Buy	+350	New	+$36.5K	0.01%	411
2019 Q1	–	Sell	-350	Closed	-$31K	–	491
2018 Q4	$31K	Buy	+350	New	+$32.7K	0.01%	447

Other funds holding LGLV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Doyle Wealth Management's LGLV Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2019, closing a stake of 350 shares — an estimated $38K sold.

Doyle Wealth Management first reported a position in LGLV in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q2 2019. 114 funds tracked by Wall St. Rank hold LGLV as of Q3 2019.

Doyle Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 350 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2019, an estimated $38K.
Doyle Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $38K in Q2 2019.
114 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.