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

Winch Advisory Services’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
2016
Q1 		– Sell
-88
Closed -$3K – 273
2015
Q4 		$3K Hold
88
– – ﹤0.01% 199
2015
Q3 		$3K Buy
+88
New +$3.26K ﹤0.01% 185

Other funds holding SPLV

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Winch Advisory Services's SPLV Position: Q1 2016 in Review

Winch Advisory Services sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2016, closing a stake of 88 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in SPLV in Q3 2015 and held it in 2 quarters. The position peaked at $3K in Q4 2015. 263 funds tracked by Wall St. Rank hold SPLV as of Q1 2016.

  • Winch Advisory Services reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2016 after selling out during the quarter.
  • Winch Advisory Services sold 88 Invesco S&P 500 Low Volatility ETF shares in Q1 2016, an estimated $3K.
  • Winch Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2015 and held it in 2 quarters.
  • Winch Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $3K in Q4 2015.
  • 263 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2016.

Based on Winch Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.