AIM
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Advantage Investment Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Advantage Investment Management’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-102
Closed -$8K – 1110
2017
Q1 		$8K Sell
102
-7,265
-99% -$541K ﹤0.01% 732
2016
Q4 		$529K Sell
7,367
-6,945
-49% -$487K 0.2% 90
2016
Q3 		$999K Buy
+14,312
New +$1,000K 0.36% 55

Other funds holding SIZE

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advantage Investment Management's SIZE Position: Q2 2017 in Review

Advantage Investment Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2017, closing a stake of 102 shares — an estimated $8K sold.

Advantage Investment Management first reported a position in SIZE in Q3 2016 and held it in 3 quarters. The position peaked at $999K in Q3 2016. 20 funds tracked by Wall St. Rank hold SIZE as of Q2 2017.

  • Advantage Investment Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2017 after selling out during the quarter.
  • Advantage Investment Management sold 102 iShares MSCI USA Size Factor ETF shares in Q2 2017, an estimated $8K.
  • Advantage Investment Management first reported a position in iShares MSCI USA Size Factor ETF in Q3 2016 and held it in 3 quarters.
  • Advantage Investment Management's iShares MSCI USA Size Factor ETF position peaked at $999K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2017.

Based on Advantage Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.