Harvest Fund Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Harvest Fund 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
2017 Q1	–	Sell	-39,981	Closed	-$1.14M	–	217
2016 Q4	$1.14M	Buy	+39,981	New	+$1.11M	0.25%	32

Other funds holding LVHD

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Harvest Fund Management's LVHD Position: Q1 2017 in Review

Harvest Fund Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2017, closing a stake of 39,981 shares — an estimated $1.14M sold.

Harvest Fund Management first reported a position in LVHD in Q4 2016 and held it in 1 quarter. The position peaked at $1.14M in Q4 2016. 28 funds tracked by Wall St. Rank hold LVHD as of Q1 2017.

Harvest Fund Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2017 after selling out during the quarter.
Harvest Fund Management sold 39,981 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2017, an estimated $1.14M.
Harvest Fund Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2016 and held it in 1 quarter.
Harvest Fund Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.14M in Q4 2016.
28 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2017.

Based on Harvest Fund Management's 13F filing for Q1 2017, filed 11 May 2017.