ACI
MSML

Alpha Cubed Investments’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Alpha Cubed Investments’s Portfolio MSML Stock Details MSML 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 MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 MSML Position: Q4 2017 in Review

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

Alpha Cubed Investments first reported a position in MSML 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 MSML as of Q4 2017.

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

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