Hedeker Wealth’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Hedeker Wealth’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
2016 Q4	–	Sell	-213	Closed	-$2.69K	–	150
2016 Q3	$2.69K	Sell	213 -2,851	-93%	-$230K	0.14%	71
2016 Q2	$244K	Buy	+3,064	New	+$238K	0.21%	111

Other funds holding LGLV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAL

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

BWFA

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

Hedeker Wealth's LGLV Position: Q4 2016 in Review

Hedeker Wealth sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2016, closing a stake of 213 shares — an estimated $2.69K sold.

Hedeker Wealth first reported a position in LGLV in Q2 2016 and held it in 2 quarters. The position peaked at $244K in Q2 2016. 19 funds tracked by Wall St. Rank hold LGLV as of Q4 2016.

Hedeker Wealth reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2016 after selling out during the quarter.
Hedeker Wealth sold 213 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2016, an estimated $2.69K.
Hedeker Wealth first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2016 and held it in 2 quarters.
Hedeker Wealth's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $244K in Q2 2016.
19 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.