AIM
SMMV icon

Advantage Investment Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Advantage Investment Management’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$17K Hold
500
– – 0.01% 551
2019
Q2 		$17K Hold
500
– – 0.01% 564
2019
Q1 		$16K Buy
+500
New +$15.7K 0.01% 570

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Advantage Investment Management's SMMV Position: Q3 2019 in Review

Advantage Investment Management held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q3 2019 at 500 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #551.

Advantage Investment Management first reported a position in SMMV in Q1 2019 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold SMMV as of Q3 2019.

  • Advantage Investment Management held 500 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $17K as of Q3 2019.
  • Advantage Investment Management left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q3 2019.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #551 holding.
  • Advantage Investment Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.