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Laffer Tengler Investments’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Laffer Tengler Investments’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
2020
Q4 		– Sell
-300
Closed -$8.89K – 302
2020
Q3 		$8.89K Hold
300
– – ﹤0.01% 251
2020
Q2 		$8.63K Buy
+300
New +$8.39K 0.01% 241

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Laffer Tengler Investments's LVHD Position: Q4 2020 in Review

Laffer Tengler Investments sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2020, closing a stake of 300 shares — an estimated $8.89K sold.

Laffer Tengler Investments first reported a position in LVHD in Q2 2020 and held it in 2 quarters. The position peaked at $8.89K in Q3 2020. 70 funds tracked by Wall St. Rank hold LVHD as of Q4 2020.

  • Laffer Tengler Investments reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2020 after selling out during the quarter.
  • Laffer Tengler Investments sold 300 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2020, an estimated $8.89K.
  • Laffer Tengler Investments first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2020 and held it in 2 quarters.
  • Laffer Tengler Investments's Franklin US Low Volatility High Dividend Index ETF position peaked at $8.89K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2020.

Based on Laffer Tengler Investments's 13F filing for Q4 2020, filed 19 Feb 2021.