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Van Hulzen Asset Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Van Hulzen Asset Management’s Portfolio LGLV Stock Details LGLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,603
Closed -$402K – 291
2019
Q3 		$402K Buy
+3,603
New +$397K 0.09% 166

Other funds holding LGLV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Van Hulzen Asset Management's LGLV Position: Q4 2019 in Review

Van Hulzen Asset Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2019, closing a stake of 3,603 shares — an estimated $402K sold.

Van Hulzen Asset Management first reported a position in LGLV in Q3 2019 and held it in 1 quarter. The position peaked at $402K in Q3 2019. 141 funds tracked by Wall St. Rank hold LGLV as of Q4 2019.

  • Van Hulzen Asset Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2019 after selling out during the quarter.
  • Van Hulzen Asset Management sold 3,603 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2019, an estimated $402K.
  • Van Hulzen Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and held it in 1 quarter.
  • Van Hulzen Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $402K in Q3 2019.
  • 141 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2019.

Based on Van Hulzen Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.