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Winfield Associates’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Winfield Associates’s Portfolio XSLV Stock Details XSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-200
Closed -$10K – 677
2017
Q4 		$10K Buy
+200
New +$9.34K 0.01% 428

Other funds holding XSLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Winfield Associates's XSLV Position: Q1 2018 in Review

Winfield Associates sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2018, closing a stake of 200 shares — an estimated $10K sold.

Winfield Associates first reported a position in XSLV in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 116 funds tracked by Wall St. Rank hold XSLV as of Q1 2018.

  • Winfield Associates reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 200 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2018, an estimated $10K.
  • Winfield Associates first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and held it in 1 quarter.
  • Winfield Associates's Invesco S&P SmallCap Low Volatility ETF position peaked at $10K in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2018.

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