Bank of the West’s iShares MSCI USA ETF MLRG Stock Holding History

Bank of the West’s Portfolio MLRG Stock Details MLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-6,348	Closed	-$226K	–	287
2018 Q4	$226K	Hold	6,348	–	–	0.03%	267
2018 Q3	$267K	Hold	6,348	–	–	0.03%	267
2018 Q2	$244K	Hold	6,348	–	–	0.03%	278
2018 Q1	$243K	Hold	6,348	–	–	0.03%	280
2017 Q4	$252K	Hold	6,348	–	–	0.03%	266
2017 Q3	$239K	Hold	6,348	–	–	0.03%	268
2017 Q2	$232K	Hold	6,348	–	–	0.03%	272
2017 Q1	$225K	Hold	6,348	–	–	0.03%	282
2016 Q4	$211K	Buy	+6,348	New	+$206K	0.03%	288

Other funds holding MLRG

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Bank of the West's MLRG Position: Q1 2019 in Review

Bank of the West sold out of iShares MSCI USA ETF (MLRG) in Q1 2019, closing a stake of 6,348 shares — an estimated $226K sold.

Bank of the West first reported a position in MLRG in Q4 2016 and held it in 9 quarters. The position peaked at $267K in Q3 2018. 100 funds tracked by Wall St. Rank hold MLRG as of Q1 2019.

Bank of the West reported no remaining iShares MSCI USA ETF position as of Q1 2019 after selling out during the quarter.
Bank of the West sold 6,348 iShares MSCI USA ETF shares in Q1 2019, an estimated $226K.
Bank of the West first reported a position in iShares MSCI USA ETF in Q4 2016 and held it in 9 quarters.
Bank of the West's iShares MSCI USA ETF position peaked at $267K in Q3 2018.
100 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2019.

Based on Bank of the West's 13F filing for Q1 2019, filed 9 Apr 2019.