MSI Financial Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

MSI Financial Services’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
2016 Q4	$996K	Buy	34,847 +10,749	+45%	+$299K	0.03%	447
2016 Q3	$672K	Buy	24,098 +21,058	+693%	+$598K	0.02%	570
2016 Q2	$87K	Buy	+3,040	New	+$82.7K	﹤0.01%	1481

Other funds holding LVHD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MSI Financial Services's LVHD Position: Q4 2016 in Review

MSI Financial Services increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 45% in Q4 2016, buying an estimated $299K and bringing the position to 34,847 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #447.

MSI Financial Services first reported a position in LVHD in Q2 2016 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold LVHD as of Q4 2016.

MSI Financial Services held 34,847 shares of Franklin US Low Volatility High Dividend Index ETF worth $996K as of Q4 2016.
MSI Financial Services bought 10,749 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2016, an estimated $299K.
Franklin US Low Volatility High Dividend Index ETF made up 0.03% of MSI Financial Services's portfolio in Q4 2016, its #447 holding.
MSI Financial Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2016 and has held it in 3 quarters since.
27 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.