QWM
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Quaker Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Quaker Wealth Management’s Portfolio LVHD Stock Details LVHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-33,586
Closed -$967K – 54
2020
Q2 		$967K Sell
33,586
-33,181
-50% -$929K 0.58% 24
2020
Q1 		$1.72M Buy
66,767
+31,252
+88% +$986K 1.22% 15
2019
Q4 		$1.21M Buy
+35,515
New +$1.19M 0.72% 21

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Quaker Wealth Management's LVHD Position: Q3 2020 in Review

Quaker Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2020, closing a stake of 33,586 shares — an estimated $967K sold.

Quaker Wealth Management first reported a position in LVHD in Q4 2019 and held it in 3 quarters. The position peaked at $1.72M in Q1 2020. 63 funds tracked by Wall St. Rank hold LVHD as of Q3 2020.

  • Quaker Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2020 after selling out during the quarter.
  • Quaker Wealth Management sold 33,586 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2020, an estimated $967K.
  • Quaker Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2019 and held it in 3 quarters.
  • Quaker Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.72M in Q1 2020.
  • 63 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2020.

Based on Quaker Wealth Management's 13F filing for Q3 2020, filed 30 Oct 2020.