SEI Investments
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SEI Investments’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-383
Closed -$11K – 3033
2018
Q2 		$11K Buy
+383
New +$11.3K ﹤0.01% 2972

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SEI Investments's LVHD Position: Q3 2018 in Review

SEI Investments sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2018, closing a stake of 383 shares — an estimated $11K sold.

SEI Investments first reported a position in LVHD in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 50 funds tracked by Wall St. Rank hold LVHD as of Q3 2018.

  • SEI Investments reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 383 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2018, an estimated $11K.
  • SEI Investments first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2018 and held it in 1 quarter.
  • SEI Investments's Franklin US Low Volatility High Dividend Index ETF position peaked at $11K in Q2 2018.
  • 50 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.