Oak Point Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$2.33M	Buy	80,578 +50,699	+170%	+$1.55M	2.38%	10
2017 Q4	$950K	Buy	+29,879	New	+$928K	0.94%	34

Other funds holding LVHD

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Oak Point Wealth Management's LVHD Position: Q1 2018 in Review

Oak Point Wealth Management increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 170% in Q1 2018, buying an estimated $1.55M and bringing the position to 80,578 shares worth $2.33M. The position accounts for 2.38% of the portfolio, ranked #10.

Oak Point Wealth Management first reported a position in LVHD in Q4 2017 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold LVHD as of Q1 2018.

Oak Point Wealth Management held 80,578 shares of Franklin US Low Volatility High Dividend Index ETF worth $2.33M as of Q1 2018.
Oak Point Wealth Management bought 50,699 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2018, an estimated $1.55M.
Franklin US Low Volatility High Dividend Index ETF made up 2.38% of Oak Point Wealth Management's portfolio in Q1 2018, its #10 holding.
Oak Point Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2017 and has held it in 2 quarters since.
44 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.