Nan Shan Life Insurance’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Nan Shan Life Insurance’s Portfolio SPLV Stock Details SPLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-35,000	Closed	-$1.28M	–	78
2015 Q2	$1.28M	Hold	35,000	–	–	0.07%	70
2015 Q1	$1.33M	Buy	+35,000	New	+$1.33M	0.09%	67

Other funds holding SPLV

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

RIM

Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Nan Shan Life Insurance's SPLV Position: Q3 2015 in Review

Nan Shan Life Insurance sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2015, closing a stake of 35,000 shares — an estimated $1.28M sold.

Nan Shan Life Insurance first reported a position in SPLV in Q1 2015 and held it in 2 quarters. The position peaked at $1.33M in Q1 2015. 215 funds tracked by Wall St. Rank hold SPLV as of Q3 2015.

Nan Shan Life Insurance reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2015 after selling out during the quarter.
Nan Shan Life Insurance sold 35,000 Invesco S&P 500 Low Volatility ETF shares in Q3 2015, an estimated $1.28M.
Nan Shan Life Insurance first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2015 and held it in 2 quarters.
Nan Shan Life Insurance's Invesco S&P 500 Low Volatility ETF position peaked at $1.33M in Q1 2015.
215 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2015.

Based on Nan Shan Life Insurance's 13F filing for Q3 2015, filed 20 Jun 2018.