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Winfield Associates’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Winfield Associates’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-150
Closed -$7K – 674
2017
Q4 		$7K Buy
+150
New +$6.8K ﹤0.01% 485

Other funds holding XMLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winfield Associates's XMLV Position: Q1 2018 in Review

Winfield Associates sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2018, closing a stake of 150 shares — an estimated $7K sold.

Winfield Associates first reported a position in XMLV in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 121 funds tracked by Wall St. Rank hold XMLV as of Q1 2018.

  • Winfield Associates reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 150 Invesco S&P MidCap Low Volatility ETF shares in Q1 2018, an estimated $7K.
  • Winfield Associates first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2017 and held it in 1 quarter.
  • Winfield Associates's Invesco S&P MidCap Low Volatility ETF position peaked at $7K in Q4 2017.
  • 121 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.