Private Wealth Advisors (Pennsylvania)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2016 Q4	–	Sell	-8,073	Closed	-$335K	–	119
2016 Q3	$335K	Hold	8,073	–	–	0.16%	102
2016 Q2	$345K	Sell	8,073 -250	-3%	-$10.2K	0.17%	98
2016 Q1	$336K	Sell	8,323 -284	-3%	-$10.8K	0.18%	95
2015 Q4	$332K	Hold	8,607	–	–	0.19%	94
2015 Q3	$310K	Hold	8,607	–	–	0.16%	116
2015 Q2	$315K	Hold	8,607	–	–	0.14%	116
2015 Q1	$326K	Sell	8,607 -50	-0.6%	-$1.91K	0.15%	109
2014 Q4	$329K	Buy	8,657 +175	+2%	+$6.41K	0.16%	100
2014 Q3	$297K	Buy	8,482 +1,100	+15%	+$38.5K	0.16%	101
2014 Q2	$263K	Buy	7,382 +950	+15%	+$32.9K	0.13%	107
2014 Q1	$219K	Buy	+6,432	New	+$212K	0.12%	115

Other funds holding SPLV

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Private Wealth Advisors (Pennsylvania)'s SPLV Position: Q4 2016 in Review

Private Wealth Advisors (Pennsylvania) sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2016, closing a stake of 8,073 shares — an estimated $335K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in SPLV in Q1 2014 and held it in 11 quarters. The position peaked at $345K in Q2 2016. 282 funds tracked by Wall St. Rank hold SPLV as of Q4 2016.

Private Wealth Advisors (Pennsylvania) reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 8,073 Invesco S&P 500 Low Volatility ETF shares in Q4 2016, an estimated $335K.
Private Wealth Advisors (Pennsylvania) first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2014 and held it in 11 quarters.
Private Wealth Advisors (Pennsylvania)'s Invesco S&P 500 Low Volatility ETF position peaked at $345K in Q2 2016.
282 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2016.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2016, filed 20 Jan 2017.