WealthSource Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

WealthSource Partners’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
2020 Q1	–	Sell	-26,878	Closed	-$3.07M	–	392
2019 Q4	$3.07M	Sell	26,878 -53,708	-67%	-$6.01M	0.4%	46
2019 Q3	$8.98M	Buy	80,586 +61,580	+324%	+$6.79M	1.35%	13
2019 Q2	$2.05M	Buy	19,006 +9,251	+95%	+$963K	0.32%	80
2019 Q1	$979K	Buy	9,755 +5,805	+147%	+$556K	0.22%	97
2018 Q4	$352K	Buy	+3,950	New	+$369K	0.1%	190

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

WealthSource Partners's LGLV Position: Q1 2020 in Review

WealthSource Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2020, closing a stake of 26,878 shares — an estimated $3.07M sold.

WealthSource Partners first reported a position in LGLV in Q4 2018 and held it in 5 quarters. The position peaked at $8.98M in Q3 2019. 139 funds tracked by Wall St. Rank hold LGLV as of Q1 2020.

WealthSource Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
WealthSource Partners sold 26,878 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2020, an estimated $3.07M.
WealthSource Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and held it in 5 quarters.
WealthSource Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $8.98M in Q3 2019.
139 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.