Sound View Wealth Advisors Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Sound View Wealth Advisors Group’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 Q2	–	Sell	-8,234	Closed	-$212K	–	243
2020 Q1	$212K	Sell	8,234 -2,211	-21%	-$69.7K	0.07%	202
2019 Q4	$356K	Sell	10,445 -23,778	-69%	-$798K	0.1%	169
2019 Q3	$1.15M	Sell	34,223 -9,145	-21%	-$298K	0.34%	86
2019 Q2	$1.4M	Buy	+43,368	New	+$1.38M	0.41%	73

Other funds holding LVHD

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sound View Wealth Advisors Group's LVHD Position: Q2 2020 in Review

Sound View Wealth Advisors Group sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2020, closing a stake of 8,234 shares — an estimated $212K sold.

Sound View Wealth Advisors Group first reported a position in LVHD in Q2 2019 and held it in 4 quarters. The position peaked at $1.4M in Q2 2019. 67 funds tracked by Wall St. Rank hold LVHD as of Q2 2020.

Sound View Wealth Advisors Group reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2020 after selling out during the quarter.
Sound View Wealth Advisors Group sold 8,234 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2020, an estimated $212K.
Sound View Wealth Advisors Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2019 and held it in 4 quarters.
Sound View Wealth Advisors Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.4M in Q2 2019.
67 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2020.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2020, filed 7 Aug 2020.