Oakwood Capital Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Oakwood Capital Management’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-13,860	Closed	-$1.39M	–	55
2019 Q1	$1.39M	Hold	13,860	–	–	0.58%	40
2018 Q4	$1.23M	Buy	+13,860	New	+$1.3M	0.58%	38

Other funds holding LGLV

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Oakwood Capital Management's LGLV Position: Q2 2019 in Review

Oakwood Capital Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2019, closing a stake of 13,860 shares — an estimated $1.39M sold.

Oakwood Capital Management first reported a position in LGLV in Q4 2018 and held it in 2 quarters. The position peaked at $1.39M in Q1 2019. 85 funds tracked by Wall St. Rank hold LGLV as of Q2 2019.

Oakwood Capital Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2019 after selling out during the quarter.
Oakwood Capital Management sold 13,860 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2019, an estimated $1.39M.
Oakwood Capital Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and held it in 2 quarters.
Oakwood Capital Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.39M in Q1 2019.
85 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2019.

Based on Oakwood Capital Management's 13F filing for Q2 2019, filed 30 Jul 2019.