SBSB
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Sullivan, Bruyette, Speros & Blaney’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		– Sell
-2,981
Closed -$102K – 327
2019
Q4 		$102K Hold
2,981
– – 0.01% 342
2019
Q3 		$100K Buy
+2,981
New +$97.1K 0.01% 330

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
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's LVHD Position: Q1 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2020, closing a stake of 2,981 shares — an estimated $102K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in LVHD in Q3 2019 and held it in 2 quarters. The position peaked at $102K in Q4 2019. 75 funds tracked by Wall St. Rank hold LVHD as of Q1 2020.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2020 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 2,981 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2020, an estimated $102K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2019 and held it in 2 quarters.
  • Sullivan, Bruyette, Speros & Blaney's Franklin US Low Volatility High Dividend Index ETF position peaked at $102K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2020, filed 5 May 2020.