SW
LVHD icon

SkyOak Wealth’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

SkyOak Wealth’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
-13,390
Closed -$385K – 223
2020
Q2 		$385K Sell
13,390
-4,137
-24% -$116K 0.14% 152
2020
Q1 		$452K Buy
17,527
+331
+2% +$10.4K 0.23% 103
2019
Q4 		$586K Buy
+17,196
New +$577K 0.18% 134

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 $71.6B AUM 21.08% 1-Year Est. Return

SkyOak Wealth's LVHD Position: Q3 2020 in Review

SkyOak Wealth sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2020, closing a stake of 13,390 shares — an estimated $385K sold.

SkyOak Wealth first reported a position in LVHD in Q4 2019 and held it in 3 quarters. The position peaked at $586K in Q4 2019. 63 funds tracked by Wall St. Rank hold LVHD as of Q3 2020.

  • SkyOak Wealth reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2020 after selling out during the quarter.
  • SkyOak Wealth sold 13,390 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2020, an estimated $385K.
  • SkyOak Wealth first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2019 and held it in 3 quarters.
  • SkyOak Wealth's Franklin US Low Volatility High Dividend Index ETF position peaked at $586K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.