Ledyard National Bank’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Ledyard National Bank’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-182	Closed	-$7K	–	577
2018 Q4	$7K	Hold	182	–	–	﹤0.01%	646
2018 Q3	$8K	Hold	182	–	–	﹤0.01%	621
2018 Q2	$7K	Hold	182	–	–	﹤0.01%	643
2018 Q1	$7K	Hold	182	–	–	﹤0.01%	675
2017 Q4	$8K	Hold	182	–	–	﹤0.01%	686
2017 Q3	$7K	Hold	182	–	–	﹤0.01%	692
2017 Q2	$7K	Hold	182	–	–	﹤0.01%	649
2017 Q1	$7K	Hold	182	–	–	﹤0.01%	671
2016 Q4	$7K	Hold	182	–	–	﹤0.01%	532
2016 Q3	$7K	Buy	+182	New	+$7.12K	﹤0.01%	536

Other funds holding SPHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ledyard National Bank's SPHD Position: Q1 2019 in Review

Ledyard National Bank sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2019, closing a stake of 182 shares — an estimated $7K sold.

Ledyard National Bank first reported a position in SPHD in Q3 2016 and held it in 10 quarters. The position peaked at $8K in Q3 2018. 240 funds tracked by Wall St. Rank hold SPHD as of Q1 2019.

Ledyard National Bank reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 182 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2019, an estimated $7K.
Ledyard National Bank first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2016 and held it in 10 quarters.
Ledyard National Bank's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $8K in Q3 2018.
240 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.