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

Firestone Capital 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
2020 Q3	–	Sell	-500	Closed	-$51K	–	438
2020 Q2	$51K	Hold	500	–	–	0.02%	185
2020 Q1	$45K	Sell	500 -1,091	-69%	-$119K	0.02%	188
2019 Q4	$182K	Buy	+1,591	New	+$178K	0.08%	103

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Firestone Capital Management's LGLV Position: Q3 2020 in Review

Firestone Capital Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2020, closing a stake of 500 shares — an estimated $51K sold.

Firestone Capital Management first reported a position in LGLV in Q4 2019 and held it in 3 quarters. The position peaked at $182K in Q4 2019. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

Firestone Capital Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
Firestone Capital Management sold 500 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2020, an estimated $51K.
Firestone Capital Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 3 quarters.
Firestone Capital Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $182K in Q4 2019.
110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2020.

Based on Firestone Capital Management's 13F filing for Q3 2020, filed 26 Oct 2020.