Patten Group’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Patten Group’s Portfolio XMLV Stock Details XMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-25	Closed	-$1K	–	698
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	674
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	656
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	572
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	611
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	628
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	632
2017 Q1	$1K	Buy	+25	New	+$1.04K	﹤0.01%	634

Other funds holding XMLV

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Patten Group's XMLV Position: Q4 2018 in Review

Patten Group sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q4 2018, closing a stake of 25 shares — an estimated $1K sold.

Patten Group first reported a position in XMLV in Q1 2017 and held it in 7 quarters. The position peaked at $1K in Q3 2018. 146 funds tracked by Wall St. Rank hold XMLV as of Q4 2018.

Patten Group reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Patten Group sold 25 Invesco S&P MidCap Low Volatility ETF shares in Q4 2018, an estimated $1K.
Patten Group first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2017 and held it in 7 quarters.
Patten Group's Invesco S&P MidCap Low Volatility ETF position peaked at $1K in Q3 2018.
146 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.