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Berman Capital Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Berman Capital Advisors’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-85,118
Closed -$2.72M – 117
2018
Q2 		$2.72M Hold
85,118
– – 0.95% 20
2018
Q1 		$2.68M Sell
85,118
-48,075
-36% -$1.55M 1.02% 21
2017
Q4 		$4.23M Buy
+133,193
New +$4.16M 1.4% 19

Other funds holding LRGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berman Capital Advisors's LRGF Position: Q3 2018 in Review

Berman Capital Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q3 2018, closing a stake of 85,118 shares — an estimated $2.72M sold.

Berman Capital Advisors first reported a position in LRGF in Q4 2017 and held it in 3 quarters. The position peaked at $4.23M in Q4 2017. 104 funds tracked by Wall St. Rank hold LRGF as of Q3 2018.

  • Berman Capital Advisors reported no remaining iShares US Equity Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Berman Capital Advisors sold 85,118 iShares US Equity Factor ETF shares in Q3 2018, an estimated $2.72M.
  • Berman Capital Advisors first reported a position in iShares US Equity Factor ETF in Q4 2017 and held it in 3 quarters.
  • Berman Capital Advisors's iShares US Equity Factor ETF position peaked at $4.23M in Q4 2017.
  • 104 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2018.

Based on Berman Capital Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.