YorkBridge Wealth Partners’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

YorkBridge Wealth Partners’s Portfolio LVHD Stock Details LVHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,000	Closed	-$32K	–	456
2019 Q2	$32K	Hold	1,000	–	–	0.01%	415
2019 Q1	$32K	Hold	1,000	–	–	0.01%	404
2018 Q4	$29K	Hold	1,000	–	–	0.02%	383
2018 Q3	$31K	Hold	1,000	–	–	0.01%	418
2018 Q2	$30K	Hold	1,000	–	–	0.01%	434
2018 Q1	$29K	Hold	1,000	–	–	0.01%	442
2017 Q4	$30K	Hold	1,000	–	–	0.01%	434
2017 Q3	$30K	Hold	1,000	–	–	0.02%	441
2017 Q2	$30K	Hold	1,000	–	–	0.02%	441
2017 Q1	$30K	Hold	1,000	–	–	0.02%	434
2016 Q4	$28K	Buy	+1,000	New	+$27.8K	0.02%	422

Other funds holding LVHD

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

YorkBridge Wealth Partners's LVHD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2019, closing a stake of 1,000 shares — an estimated $32K sold.

YorkBridge Wealth Partners first reported a position in LVHD in Q4 2016 and held it in 11 quarters. The position peaked at $32K in Q2 2019. 63 funds tracked by Wall St. Rank hold LVHD as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,000 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2019, an estimated $32K.
YorkBridge Wealth Partners first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Franklin US Low Volatility High Dividend Index ETF position peaked at $32K in Q2 2019.
63 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.