Almanack Investment Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Almanack Investment Partners’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
2019 Q3	–	Sell	-1,914	Closed	-$174K	–	292
2019 Q2	$174K	Buy	+1,914	New	+$171K	0.04%	196
2019 Q1	–	Sell	-1,914	Closed	-$147K	–	194
2018 Q4	$147K	Hold	1,914	–	–	0.04%	188
2018 Q3	$164K	Buy	+1,914	New	+$167K	0.04%	204

Other funds holding SIZE

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Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Almanack Investment Partners's SIZE Position: Q3 2019 in Review

Almanack Investment Partners sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2019, closing a stake of 1,914 shares — an estimated $174K sold.

Almanack Investment Partners first reported a position in SIZE in Q3 2018 and held it in 3 quarters. The position peaked at $174K in Q2 2019. 40 funds tracked by Wall St. Rank hold SIZE as of Q3 2019.

Almanack Investment Partners reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2019 after selling out during the quarter.
Almanack Investment Partners sold 1,914 iShares MSCI USA Size Factor ETF shares in Q3 2019, an estimated $174K.
Almanack Investment Partners first reported a position in iShares MSCI USA Size Factor ETF in Q3 2018 and held it in 3 quarters.
Almanack Investment Partners's iShares MSCI USA Size Factor ETF position peaked at $174K in Q2 2019.
40 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2019.

Based on Almanack Investment Partners's 13F filing for Q3 2019, filed 8 Nov 2019.