MassMutual Private Wealth & Trust’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IDLV Stock Details IDLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,595	Closed	-$52.4K	–	789
2019 Q1	$52.4K	Hold	1,595	–	–	﹤0.01%	423
2018 Q4	$47.6K	Hold	1,595	–	–	﹤0.01%	416
2018 Q3	$51.8K	Hold	1,595	–	–	﹤0.01%	419
2018 Q2	$51.4K	Hold	1,595	–	–	﹤0.01%	414
2018 Q1	$52.9K	Hold	1,595	–	–	﹤0.01%	404
2017 Q4	$53.7K	Buy	+1,595	New	+$53.4K	﹤0.01%	436

Other funds holding IDLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

RJA

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's IDLV Position: Q2 2019 in Review

MassMutual Private Wealth & Trust sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2019, closing a stake of 1,595 shares — an estimated $52.4K sold.

MassMutual Private Wealth & Trust first reported a position in IDLV in Q4 2017 and held it in 6 quarters. The position peaked at $53.7K in Q4 2017. 88 funds tracked by Wall St. Rank hold IDLV as of Q2 2019.

MassMutual Private Wealth & Trust reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1,595 Invesco S&P International Developed Low Volatility ETF shares in Q2 2019, an estimated $52.4K.
MassMutual Private Wealth & Trust first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2017 and held it in 6 quarters.
MassMutual Private Wealth & Trust's Invesco S&P International Developed Low Volatility ETF position peaked at $53.7K in Q4 2017.
88 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2019, filed 14 Aug 2019.