OWP
SPLV icon

Obermeyer Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-2,500
Closed -$78K – 248
2013
Q2 		$78K Buy
+2,500
New +$78.8K 0.02% 95

Other funds holding SPLV

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Obermeyer Wealth Partners's SPLV Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2013, closing a stake of 2,500 shares — an estimated $78K sold.

Obermeyer Wealth Partners first reported a position in SPLV in Q2 2013 and held it in 1 quarter. The position peaked at $78K in Q2 2013. 142 funds tracked by Wall St. Rank hold SPLV as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,500 Invesco S&P 500 Low Volatility ETF shares in Q3 2013, an estimated $78K.
  • Obermeyer Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $78K in Q2 2013.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.