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Alpha Cubed Investments’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Alpha Cubed Investments’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,280
Closed -$262K – 249
2017
Q3 		$262K Buy
+6,280
New +$252K 0.04% 180

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Alpha Cubed Investments's ISCB Position: Q4 2017 in Review

Alpha Cubed Investments sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2017, closing a stake of 6,280 shares — an estimated $262K sold.

Alpha Cubed Investments first reported a position in ISCB in Q3 2017 and held it in 1 quarter. The position peaked at $262K in Q3 2017. 49 funds tracked by Wall St. Rank hold ISCB as of Q4 2017.

  • Alpha Cubed Investments reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Alpha Cubed Investments sold 6,280 iShares Morningstar Small-Cap ETF shares in Q4 2017, an estimated $262K.
  • Alpha Cubed Investments first reported a position in iShares Morningstar Small-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Alpha Cubed Investments's iShares Morningstar Small-Cap ETF position peaked at $262K in Q3 2017.
  • 49 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2017.

Based on Alpha Cubed Investments's 13F filing for Q4 2017, filed 9 Feb 2018.