LVZ Inc’s iShares GNMA Bond ETF GNMA Stock Holding History

LVZ Inc’s Portfolio GNMA Stock Details GNMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-6,338	Closed	-$314K	–	69
2017 Q4	$314K	Buy	6,338 +513	+9%	+$25.5K	0.09%	51
2017 Q3	$291K	Sell	5,825 -2,596	-31%	-$129K	0.09%	51
2017 Q2	$419K	Sell	8,421 -115	-1%	-$5.74K	3.76%	7
2017 Q1	$424K	Buy	+8,536	New	+$423K	4%	6
2016 Q4	–	Sell	-9,012	Closed	-$460K	–	36
2016 Q3	$460K	Buy	9,012 +543	+6%	+$27.7K	4.48%	4
2016 Q2	$433K	Buy	+8,469	New	+$430K	4.72%	4

Other funds holding GNMA

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

LVZ Inc's GNMA Position: Q1 2018 in Review

LVZ Inc sold out of iShares GNMA Bond ETF (GNMA) in Q1 2018, closing a stake of 6,338 shares — an estimated $314K sold.

LVZ Inc first reported a position in GNMA in Q2 2016 and held it in 6 quarters. The position peaked at $460K in Q3 2016. 44 funds tracked by Wall St. Rank hold GNMA as of Q1 2018.

LVZ Inc reported no remaining iShares GNMA Bond ETF position as of Q1 2018 after selling out during the quarter.
LVZ Inc sold 6,338 iShares GNMA Bond ETF shares in Q1 2018, an estimated $314K.
LVZ Inc first reported a position in iShares GNMA Bond ETF in Q2 2016 and held it in 6 quarters.
LVZ Inc's iShares GNMA Bond ETF position peaked at $460K in Q3 2016.
44 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2018.

Based on LVZ Inc's 13F filing for Q1 2018, filed 25 Apr 2018.