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Kelman-Lazarov Inc’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Kelman-Lazarov Inc’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
2016
Q4 		– Sell
-184
Closed -$7.48K – 353
2016
Q3 		$7.48K Hold
184
– – ﹤0.01% 310
2016
Q2 		$7.86K Buy
+184
New +$7.48K ﹤0.01% 297

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kelman-Lazarov Inc's SPLV Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2016, closing a stake of 184 shares — an estimated $7.48K sold.

Kelman-Lazarov Inc first reported a position in SPLV in Q2 2016 and held it in 2 quarters. The position peaked at $7.86K in Q2 2016. 282 funds tracked by Wall St. Rank hold SPLV as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 184 Invesco S&P 500 Low Volatility ETF shares in Q4 2016, an estimated $7.48K.
  • Kelman-Lazarov Inc first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2016 and held it in 2 quarters.
  • Kelman-Lazarov Inc's Invesco S&P 500 Low Volatility ETF position peaked at $7.86K in Q2 2016.
  • 282 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.