MI
LVHD icon

Moneywise Inc’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Moneywise Inc’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
2020
Q1 		– Sell
-7,392
Closed -$248K – 42
2019
Q4 		$248K Sell
7,392
-14
-0.2% -$470 0.19% 34
2019
Q3 		$249K Sell
7,406
-70
-0.9% -$2.28K 0.2% 34
2019
Q2 		$240K Sell
7,476
-5,306
-42% -$169K 0.18% 37
2019
Q1 		$378K Buy
12,782
+5,289
+71% +$163K 0.32% 24
2018
Q4 		$215K Sell
7,493
-32
-0.4% -$971 0.2% 35
2018
Q3 		$230K Sell
7,525
-5,126
-41% -$157K 0.19% 37
2018
Q2 		$378K Sell
12,651
-1,617
-11% -$47.7K 0.32% 25
2018
Q1 		$422K Sell
14,268
-5,930
-29% -$181K 0.35% 23
2017
Q4 		$637K Sell
20,198
-2,893
-13% -$89.9K 0.48% 21
2017
Q3 		$699K Sell
23,091
-392
-2% -$11.8K 0.55% 20
2017
Q2 		$704K Buy
23,483
+2,063
+10% +$61.9K 0.6% 20
2017
Q1 		$637K Buy
21,420
+4,497
+27% +$132K 0.58% 20
2016
Q4 		$483K Sell
16,923
-328
-2% -$9.13K 0.48% 21
2016
Q3 		$481K Buy
+17,251
New +$490K 0.51% 19

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Moneywise Inc's LVHD Position: Q1 2020 in Review

Moneywise Inc sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2020, closing a stake of 7,392 shares — an estimated $248K sold.

Moneywise Inc first reported a position in LVHD in Q3 2016 and held it in 14 quarters. The position peaked at $704K in Q2 2017. 75 funds tracked by Wall St. Rank hold LVHD as of Q1 2020.

  • Moneywise Inc reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2020 after selling out during the quarter.
  • Moneywise Inc sold 7,392 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2020, an estimated $248K.
  • Moneywise Inc first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2016 and held it in 14 quarters.
  • Moneywise Inc's Franklin US Low Volatility High Dividend Index ETF position peaked at $704K in Q2 2017.
  • 75 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2020.

Based on Moneywise Inc's 13F filing for Q1 2020, filed 13 Apr 2020.