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Ashford Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Ashford Capital Management’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5,646
Closed -$220K – 139
2014
Q1 		$220K Buy
+5,646
New +$216K 0.04% 131

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Ashford Capital Management's SUSA Position: Q2 2014 in Review

Ashford Capital Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2014, closing a stake of 5,646 shares — an estimated $220K sold.

Ashford Capital Management first reported a position in SUSA in Q1 2014 and held it in 1 quarter. The position peaked at $220K in Q1 2014. 70 funds tracked by Wall St. Rank hold SUSA as of Q2 2014.

  • Ashford Capital Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2014 after selling out during the quarter.
  • Ashford Capital Management sold 5,646 iShares ESG Optimized MSCI USA ETF shares in Q2 2014, an estimated $220K.
  • Ashford Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2014 and held it in 1 quarter.
  • Ashford Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $220K in Q1 2014.
  • 70 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2014.

Based on Ashford Capital Management's 13F filing for Q2 2014, filed 15 Aug 2014.