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Van Leeuwen & Company’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Van Leeuwen & Company’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
2019
Q4 		– Sell
-7,549
Closed -$254K – 80
2019
Q3 		$254K Buy
+7,549
New +$246K 0.24% 67

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Van Leeuwen & Company's LVHD Position: Q4 2019 in Review

Van Leeuwen & Company sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2019, closing a stake of 7,549 shares — an estimated $254K sold.

Van Leeuwen & Company first reported a position in LVHD in Q3 2019 and held it in 1 quarter. The position peaked at $254K in Q3 2019. 79 funds tracked by Wall St. Rank hold LVHD as of Q4 2019.

  • Van Leeuwen & Company reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2019 after selling out during the quarter.
  • Van Leeuwen & Company sold 7,549 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2019, an estimated $254K.
  • Van Leeuwen & Company first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2019 and held it in 1 quarter.
  • Van Leeuwen & Company's Franklin US Low Volatility High Dividend Index ETF position peaked at $254K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2019.

Based on Van Leeuwen & Company's 13F filing for Q4 2019, filed 4 Feb 2020.