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

Wechter Feldman 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
2017
Q1 		– Sell
-10,390
Closed -$432K – 35
2016
Q4 		$432K Buy
+10,390
New +$423K 0.28% 25

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wechter Feldman Wealth Management's SPLV Position: Q1 2017 in Review

Wechter Feldman Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2017, closing a stake of 10,390 shares — an estimated $432K sold.

Wechter Feldman Wealth Management first reported a position in SPLV in Q4 2016 and held it in 1 quarter. The position peaked at $432K in Q4 2016. 289 funds tracked by Wall St. Rank hold SPLV as of Q1 2017.

  • Wechter Feldman Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 10,390 Invesco S&P 500 Low Volatility ETF shares in Q1 2017, an estimated $432K.
  • Wechter Feldman Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2016 and held it in 1 quarter.
  • Wechter Feldman Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $432K in Q4 2016.
  • 289 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2017.

Based on Wechter Feldman Wealth Management's 13F filing for Q1 2017, filed 2 May 2017.