Global Financial Private Capital’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Global Financial Private Capital’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	-12,097	Closed	-$370K	–	441
2018 Q3	$370K	Buy	12,097 +1,307	+12%	+$40.2K	0.01%	426
2018 Q2	$322K	Buy	10,790 +1,510	+16%	+$44.6K	0.01%	441
2018 Q1	$274K	Sell	9,280 -444	-5%	-$13.6K	0.01%	463
2017 Q4	$307K	Buy	+9,724	New	+$302K	0.01%	429

Other funds holding LVHD

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Financial Private Capital's LVHD Position: Q4 2018 in Review

Global Financial Private Capital sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2018, closing a stake of 12,097 shares — an estimated $370K sold.

Global Financial Private Capital first reported a position in LVHD in Q4 2017 and held it in 4 quarters. The position peaked at $370K in Q3 2018. 50 funds tracked by Wall St. Rank hold LVHD as of Q4 2018.

Global Financial Private Capital reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 12,097 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2018, an estimated $370K.
Global Financial Private Capital first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2017 and held it in 4 quarters.
Global Financial Private Capital's Franklin US Low Volatility High Dividend Index ETF position peaked at $370K 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 Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.