Loomis, Sayles & Company
SPLV icon

Loomis, Sayles & Company’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Loomis, Sayles & Company’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
2019
Q2 		– Sell
-19,400
Closed -$1.02M – 726
2019
Q1 		$1.02M Buy
+19,400
New +$972K ﹤0.01% 520

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Loomis, Sayles & Company's SPLV Position: Q2 2019 in Review

Loomis, Sayles & Company sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2019, closing a stake of 19,400 shares — an estimated $1.02M sold.

Loomis, Sayles & Company first reported a position in SPLV in Q1 2019 and held it in 1 quarter. The position peaked at $1.02M in Q1 2019. 522 funds tracked by Wall St. Rank hold SPLV as of Q2 2019.

  • Loomis, Sayles & Company reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 19,400 Invesco S&P 500 Low Volatility ETF shares in Q2 2019, an estimated $1.02M.
  • Loomis, Sayles & Company first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and held it in 1 quarter.
  • Loomis, Sayles & Company's Invesco S&P 500 Low Volatility ETF position peaked at $1.02M in Q1 2019.
  • 522 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2019.

Based on Loomis, Sayles & Company's 13F filing for Q2 2019, filed 14 Aug 2019.