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

Kelman-Lazarov Inc’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30
Closed -$1.15K – 362
2016
Q3 		$1.15K Hold
30
– – ﹤0.01% 344
2016
Q2 		$1.17K Hold
30
– – ﹤0.01% 334
2016
Q1 		$1K Buy
+30
New +$1.02K ﹤0.01% 342

Other funds holding XMLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2016, closing a stake of 30 shares — an estimated $1.15K sold.

Kelman-Lazarov Inc first reported a position in XMLV in Q1 2016 and held it in 3 quarters. The position peaked at $1.17K in Q2 2016. 75 funds tracked by Wall St. Rank hold XMLV as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 30 Invesco S&P MidCap Low Volatility ETF shares in Q4 2016, an estimated $1.15K.
  • Kelman-Lazarov Inc first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Invesco S&P MidCap Low Volatility ETF position peaked at $1.17K in Q2 2016.
  • 75 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2016.

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