Financial Engines Advisors
IDLV icon

Financial Engines Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Financial Engines Advisors’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-157
Closed -$5K – 136
2018
Q3 		$5K Buy
+157
New +$5.13K ﹤0.01% 118

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors's IDLV Position: Q4 2018 in Review

Financial Engines Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2018, closing a stake of 157 shares — an estimated $5K sold.

Financial Engines Advisors first reported a position in IDLV in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 95 funds tracked by Wall St. Rank hold IDLV as of Q4 2018.

  • Financial Engines Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 157 Invesco S&P International Developed Low Volatility ETF shares in Q4 2018, an estimated $5K.
  • Financial Engines Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2018 and held it in 1 quarter.
  • Financial Engines Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $5K in Q3 2018.
  • 95 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2018.

Based on Financial Engines Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.