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Santori & Peters Inc’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Santori & Peters Inc’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
Q3 		– Sell
-4,879
Closed -$229K – 51
2018
Q2 		$229K Sell
4,879
-794
-14% -$36.4K 0.2% 43
2018
Q1 		$254K Sell
5,673
-75
-1% -$3.35K 0.23% 41
2017
Q4 		$247K Buy
+5,748
New +$260K 0.22% 43

Other funds holding XMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Santori & Peters Inc's XMLV Position: Q3 2018 in Review

Santori & Peters Inc sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q3 2018, closing a stake of 4,879 shares — an estimated $229K sold.

Santori & Peters Inc first reported a position in XMLV in Q4 2017 and held it in 3 quarters. The position peaked at $254K in Q1 2018. 120 funds tracked by Wall St. Rank hold XMLV as of Q3 2018.

  • Santori & Peters Inc reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 4,879 Invesco S&P MidCap Low Volatility ETF shares in Q3 2018, an estimated $229K.
  • Santori & Peters Inc first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and held it in 3 quarters.
  • Santori & Peters Inc's Invesco S&P MidCap Low Volatility ETF position peaked at $254K in Q1 2018.
  • 120 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2018.

Based on Santori & Peters Inc's 13F filing for Q3 2018, filed 10 Oct 2018.