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SPLV icon

Stratford Consulting’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Stratford Consulting’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
2014
Q3 		– Sell
-5,759
Closed -$205K – 56
2014
Q2 		$205K Buy
+5,759
New +$199K 0.11% 55

Other funds holding SPLV

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Stratford Consulting's SPLV Position: Q3 2014 in Review

Stratford Consulting sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2014, closing a stake of 5,759 shares — an estimated $205K sold.

Stratford Consulting first reported a position in SPLV in Q2 2014 and held it in 1 quarter. The position peaked at $205K in Q2 2014. 176 funds tracked by Wall St. Rank hold SPLV as of Q3 2014.

  • Stratford Consulting reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2014 after selling out during the quarter.
  • Stratford Consulting sold 5,759 Invesco S&P 500 Low Volatility ETF shares in Q3 2014, an estimated $205K.
  • Stratford Consulting first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2014 and held it in 1 quarter.
  • Stratford Consulting's Invesco S&P 500 Low Volatility ETF position peaked at $205K in Q2 2014.
  • 176 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2014.

Based on Stratford Consulting's 13F filing for Q3 2014, filed 5 Nov 2014.