Patten Group’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Patten Group’s Portfolio ONEV Stock Details ONEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-70	Closed	-$5K	–	425
2018 Q4	$5K	Hold	70	–	–	﹤0.01%	482
2018 Q3	$5K	Hold	70	–	–	﹤0.01%	606
2018 Q2	$5K	Hold	70	–	–	﹤0.01%	587
2018 Q1	$5K	Hold	70	–	–	﹤0.01%	513
2017 Q4	$5K	Buy	70 +40	+133%	+$2.94K	﹤0.01%	537
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	587
2017 Q2	$2K	Hold	30	–	–	﹤0.01%	603
2017 Q1	$2K	Hold	30	–	–	﹤0.01%	597
2016 Q4	$2K	Hold	30	–	–	﹤0.01%	568
2016 Q3	$1.91K	Hold	30	–	–	﹤0.01%	591
2016 Q2	$1.91K	Buy	+30	New	+$1.87K	﹤0.01%	588

Other funds holding ONEV

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LTFS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Patten Group's ONEV Position: Q1 2019 in Review

Patten Group sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q1 2019, closing a stake of 70 shares — an estimated $5K sold.

Patten Group first reported a position in ONEV in Q2 2016 and held it in 11 quarters. The position peaked at $5K in Q4 2018. 11 funds tracked by Wall St. Rank hold ONEV as of Q1 2019.

Patten Group reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 70 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q1 2019, an estimated $5K.
Patten Group first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q2 2016 and held it in 11 quarters.
Patten Group's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $5K in Q4 2018.
11 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.