Winch Advisory Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Winch Advisory Services’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-418	Closed	-$16K	–	290
2016 Q2	$16K	Buy	418 +4	+1%	+$148	0.02%	117
2016 Q1	$15K	Buy	414 +4	+1%	+$137	0.02%	93
2015 Q4	$14K	Buy	+410	New	+$13.5K	0.02%	111

Other funds holding SPHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Winch Advisory Services's SPHD Position: Q3 2016 in Review

Winch Advisory Services sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2016, closing a stake of 418 shares — an estimated $16K sold.

Winch Advisory Services first reported a position in SPHD in Q4 2015 and held it in 3 quarters. The position peaked at $16K in Q2 2016. 144 funds tracked by Wall St. Rank hold SPHD as of Q3 2016.

Winch Advisory Services reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2016 after selling out during the quarter.
Winch Advisory Services sold 418 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2016, an estimated $16K.
Winch Advisory Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2015 and held it in 3 quarters.
Winch Advisory Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $16K in Q2 2016.
144 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2016.

Based on Winch Advisory Services's 13F filing for Q3 2016, filed 2 Nov 2016.