Torch Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Torch Wealth Management’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	-435	Closed	-$15K	–	213
2014 Q2	$15K	Hold	435	–	–	0.01%	218
2014 Q1	$15K	Hold	435	–	–	0.01%	227
2013 Q4	$14K	Buy	+435	New	+$14.1K	0.01%	207

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Torch Wealth Management's SPLV Position: Q3 2014 in Review

Torch Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2014, closing a stake of 435 shares — an estimated $15K sold.

Torch Wealth Management first reported a position in SPLV in Q4 2013 and held it in 3 quarters. The position peaked at $15K in Q2 2014. 176 funds tracked by Wall St. Rank hold SPLV as of Q3 2014.

Torch Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 435 Invesco S&P 500 Low Volatility ETF shares in Q3 2014, an estimated $15K.
Torch Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2013 and held it in 3 quarters.
Torch Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $15K in Q2 2014.
176 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.