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SPC Financial Inc’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

SPC Financial Inc’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-104,580
Closed -$4.34M – 129
2016
Q3 		$4.34M Buy
104,580
+9,065
+9% +$383K 1.4% 22
2016
Q2 		$4.09M Buy
+95,515
New +$3.88M 1.48% 22

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SPC Financial Inc's SPLV Position: Q4 2016 in Review

SPC Financial Inc sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2016, closing a stake of 104,580 shares — an estimated $4.34M sold.

SPC Financial Inc first reported a position in SPLV in Q2 2016 and held it in 2 quarters. The position peaked at $4.34M in Q3 2016. 282 funds tracked by Wall St. Rank hold SPLV as of Q4 2016.

  • SPC Financial Inc reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
  • SPC Financial Inc sold 104,580 Invesco S&P 500 Low Volatility ETF shares in Q4 2016, an estimated $4.34M.
  • SPC Financial Inc first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2016 and held it in 2 quarters.
  • SPC Financial Inc's Invesco S&P 500 Low Volatility ETF position peaked at $4.34M in Q3 2016.
  • 282 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2016.

Based on SPC Financial Inc's 13F filing for Q4 2016, filed 2 Feb 2017.