SVB Wealth’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

SVB Wealth’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	-582	Closed	-$14K	–	664
2020 Q1	$14K	Buy	582 +403	+225%	+$12.7K	﹤0.01%	541
2019 Q4	$6K	Buy	+179	New	+$6K	﹤0.01%	637

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 $71.6B AUM 21.08% 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

SVB Wealth's LVHD Position: Q2 2020 in Review

SVB Wealth sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2020, closing a stake of 582 shares — an estimated $14K sold.

SVB Wealth first reported a position in LVHD in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q1 2020. 67 funds tracked by Wall St. Rank hold LVHD as of Q2 2020.

SVB Wealth reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2020 after selling out during the quarter.
SVB Wealth sold 582 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2020, an estimated $14K.
SVB Wealth first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2019 and held it in 2 quarters.
SVB Wealth's Franklin US Low Volatility High Dividend Index ETF position peaked at $14K in Q1 2020.
67 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2020.

Based on SVB Wealth's 13F filing for Q2 2020, filed 5 Aug 2020.