Vantage Investment Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Vantage Investment Advisors’s Portfolio SMLV Stock Details SMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-410	Closed	-$38K	–	819
2017 Q2	$38K	Sell	410 -4,559	-92%	-$418K	0.01%	306
2017 Q1	$455K	Buy	4,969 +17	+0.3%	+$1.56K	0.15%	86
2016 Q4	$463K	Buy	+4,952	New	+$431K	0.19%	79

Other funds holding SMLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

FCAG

First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

Vantage Investment Advisors's SMLV Position: Q3 2017 in Review

Vantage Investment Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2017, closing a stake of 410 shares — an estimated $38K sold.

Vantage Investment Advisors first reported a position in SMLV in Q4 2016 and held it in 3 quarters. The position peaked at $463K in Q4 2016. 42 funds tracked by Wall St. Rank hold SMLV as of Q3 2017.

Vantage Investment Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2017 after selling out during the quarter.
Vantage Investment Advisors sold 410 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2017, an estimated $38K.
Vantage Investment Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2016 and held it in 3 quarters.
Vantage Investment Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $463K in Q4 2016.
42 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2017.

Based on Vantage Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.