SPC Financial Inc’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

SPC Financial Inc’s Portfolio XSLV Stock Details XSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-102,620	Closed	-$3.97M	–	134
2016 Q3	$3.97M	Buy	102,620 +13,275	+15%	+$510K	1.28%	23
2016 Q2	$3.31M	Buy	+89,345	New	+$3.19M	1.2%	27

Other funds holding XSLV

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

SPC Financial Inc sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2016, closing a stake of 102,620 shares — an estimated $3.97M sold.

SPC Financial Inc first reported a position in XSLV in Q2 2016 and held it in 2 quarters. The position peaked at $3.97M in Q3 2016. 82 funds tracked by Wall St. Rank hold XSLV as of Q4 2016.

SPC Financial Inc reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
SPC Financial Inc sold 102,620 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2016, an estimated $3.97M.
SPC Financial Inc first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2016 and held it in 2 quarters.
SPC Financial Inc's Invesco S&P SmallCap Low Volatility ETF position peaked at $3.97M in Q3 2016.
82 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2016.

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