Mariner Independent Advisor Network’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Mariner Independent Advisor Network’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
2019 Q4	–	Sell	-10,479	Closed	-$349K	–	384
2019 Q3	$349K	Hold	10,479	–	–	0.03%	341
2019 Q2	$336K	Hold	10,479	–	–	0.03%	341
2019 Q1	$333K	Sell	10,479 -900	-8%	-$27.7K	0.03%	329
2018 Q4	$335K	Sell	11,379 -1,208	-10%	-$36.7K	0.03%	329
2018 Q3	$385K	Buy	+12,587	New	+$387K	0.05%	202
2018 Q2	–	Sell	-40,202	Closed	-$1.19M	–	251
2018 Q1	$1.19M	Buy	40,202 +12,921	+47%	+$395K	0.07%	198
2017 Q4	$852K	Buy	27,281 +3,010	+12%	+$93.5K	0.09%	196
2017 Q3	$735K	Sell	24,271 -3,015	-11%	-$90.8K	0.12%	106
2017 Q2	$818K	Buy	+27,286	New	+$819K	0.12%	140

Other funds holding LVHD

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Independent Advisor Network's LVHD Position: Q4 2019 in Review

Mariner Independent Advisor Network sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2019, closing a stake of 10,479 shares — an estimated $349K sold.

Mariner Independent Advisor Network first reported a position in LVHD in Q2 2017 and held it in 9 quarters. The position peaked at $1.19M in Q1 2018. 79 funds tracked by Wall St. Rank hold LVHD as of Q4 2019.

Mariner Independent Advisor Network reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,479 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2019, an estimated $349K.
Mariner Independent Advisor Network first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2017 and held it in 9 quarters.
Mariner Independent Advisor Network's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.19M in Q1 2018.
79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2019, filed 10 Feb 2020.