Moloney Securities Asset Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Moloney Securities Asset Management’s Portfolio SMLV Stock Details SMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-9,034	Closed	-$844K	–	250
2016 Q4	$844K	Buy	+9,034	New	+$786K	0.51%	52

Other funds holding SMLV

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

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

RJFSA

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Moloney Securities Asset Management's SMLV Position: Q1 2017 in Review

Moloney Securities Asset Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2017, closing a stake of 9,034 shares — an estimated $844K sold.

Moloney Securities Asset Management first reported a position in SMLV in Q4 2016 and held it in 1 quarter. The position peaked at $844K in Q4 2016. 40 funds tracked by Wall St. Rank hold SMLV as of Q1 2017.

Moloney Securities Asset Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2017 after selling out during the quarter.
Moloney Securities Asset Management sold 9,034 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2017, an estimated $844K.
Moloney Securities Asset Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2016 and held it in 1 quarter.
Moloney Securities Asset Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $844K in Q4 2016.
40 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2017.

Based on Moloney Securities Asset Management's 13F filing for Q1 2017, filed 27 Apr 2017.