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Edelman Financial Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Edelman Financial Services’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
Q4 		– Sell
-4,614,314
Closed -$141M – 18
2018
Q3 		$141M Sell
4,614,314
-74,750
-2% -$2.3M 1.29% 10
2018
Q2 		$140M Buy
4,689,064
+91,444
+2% +$2.7M 1.33% 10
2018
Q1 		$136M Buy
+4,597,620
New +$140M 1.35% 10

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Edelman Financial Services's LVHD Position: Q4 2018 in Review

Edelman Financial Services sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2018, closing a stake of 4,614,314 shares — an estimated $141M sold.

Edelman Financial Services first reported a position in LVHD in Q1 2018 and held it in 3 quarters. The position peaked at $141M in Q3 2018. 50 funds tracked by Wall St. Rank hold LVHD as of Q4 2018.

  • Edelman Financial Services reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 4,614,314 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2018, an estimated $141M.
  • Edelman Financial Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2018 and held it in 3 quarters.
  • Edelman Financial Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $141M in Q3 2018.
  • 50 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.