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Girard Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Girard Partners’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,850
Closed -$91K – 736
2018
Q3 		$91K Buy
+1,850
New +$91K 0.02% 345

Other funds holding SPLV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Girard Partners's SPLV Position: Q4 2018 in Review

Girard Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2018, closing a stake of 1,850 shares — an estimated $91K sold.

Girard Partners first reported a position in SPLV in Q3 2018 and held it in 1 quarter. The position peaked at $91K in Q3 2018. 459 funds tracked by Wall St. Rank hold SPLV as of Q4 2018.

  • Girard Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 1,850 Invesco S&P 500 Low Volatility ETF shares in Q4 2018, an estimated $91K.
  • Girard Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Invesco S&P 500 Low Volatility ETF position peaked at $91K in Q3 2018.
  • 459 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.