West Coast Financial’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

West Coast Financial’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
2020 Q1	–	Sell	-2,290	Closed	-$229K	–	108
2019 Q4	$229K	Buy	2,290 +105	+5%	+$10.3K	0.05%	103
2019 Q3	$208K	Sell	2,185 -555	-20%	-$52K	0.05%	108
2019 Q2	$255K	Hold	2,740	–	–	0.06%	99
2019 Q1	$251K	Buy	+2,740	New	+$248K	0.06%	107

Other funds holding SMLV

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

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UCFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

West Coast Financial's SMLV Position: Q1 2020 in Review

West Coast Financial sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2020, closing a stake of 2,290 shares — an estimated $229K sold.

West Coast Financial first reported a position in SMLV in Q1 2019 and held it in 4 quarters. The position peaked at $255K in Q2 2019. 75 funds tracked by Wall St. Rank hold SMLV as of Q1 2020.

West Coast Financial reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
West Coast Financial sold 2,290 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2020, an estimated $229K.
West Coast Financial first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2019 and held it in 4 quarters.
West Coast Financial's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $255K in Q2 2019.
75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2020.

Based on West Coast Financial's 13F filing for Q1 2020, filed 21 Apr 2020.