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KMS Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

KMS Financial Services’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
2013
Q4 		– Sell
-7,114
Closed -$222K – 549
2013
Q3 		$222K Buy
+7,114
New +$225K 0.05% 371

Other funds holding SPLV

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KMS Financial Services's SPLV Position: Q4 2013 in Review

KMS Financial Services sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2013, closing a stake of 7,114 shares — an estimated $222K sold.

KMS Financial Services first reported a position in SPLV in Q3 2013 and held it in 1 quarter. The position peaked at $222K in Q3 2013. 153 funds tracked by Wall St. Rank hold SPLV as of Q4 2013.

  • KMS Financial Services reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 7,114 Invesco S&P 500 Low Volatility ETF shares in Q4 2013, an estimated $222K.
  • KMS Financial Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2013 and held it in 1 quarter.
  • KMS Financial Services's Invesco S&P 500 Low Volatility ETF position peaked at $222K in Q3 2013.
  • 153 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.