Greenwich Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Greenwich Wealth Management’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
2020 Q1	–	Sell	-8,706	Closed	-$297K	–	195
2019 Q4	$297K	Buy	8,706 +79	+0.9%	+$2.65K	0.06%	153
2019 Q3	$290K	Buy	8,627 +20	+0.2%	+$651	0.06%	152
2019 Q2	$277K	Buy	8,607 +143	+2%	+$4.54K	0.05%	158
2019 Q1	$269K	Buy	8,464 +82	+1%	+$2.52K	0.05%	153
2018 Q4	$240K	Buy	8,382 +82	+1%	+$2.49K	0.05%	159
2018 Q3	$254K	Buy	+8,300	New	+$255K	0.04%	156

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Greenwich Wealth Management's LVHD Position: Q1 2020 in Review

Greenwich Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2020, closing a stake of 8,706 shares — an estimated $297K sold.

Greenwich Wealth Management first reported a position in LVHD in Q3 2018 and held it in 6 quarters. The position peaked at $297K in Q4 2019. 75 funds tracked by Wall St. Rank hold LVHD as of Q1 2020.

Greenwich Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2020 after selling out during the quarter.
Greenwich Wealth Management sold 8,706 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2020, an estimated $297K.
Greenwich Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2018 and held it in 6 quarters.
Greenwich Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $297K in Q4 2019.
75 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2020.

Based on Greenwich Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.