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BHK Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

BHK Investment Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,765
Closed -$212K – 90
2018
Q4 		$212K Hold
2,765
– – 0.16% 62
2018
Q3 		$250K Buy
+2,765
New +$243K 0.17% 63

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BHK Investment Advisors's QUAL Position: Q1 2019 in Review

BHK Investment Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2019, closing a stake of 2,765 shares — an estimated $212K sold.

BHK Investment Advisors first reported a position in QUAL in Q3 2018 and held it in 2 quarters. The position peaked at $250K in Q3 2018. 339 funds tracked by Wall St. Rank hold QUAL as of Q1 2019.

  • BHK Investment Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2019 after selling out during the quarter.
  • BHK Investment Advisors sold 2,765 iShares MSCI USA Quality Factor ETF shares in Q1 2019, an estimated $212K.
  • BHK Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2018 and held it in 2 quarters.
  • BHK Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $250K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2019.

Based on BHK Investment Advisors's 13F filing for Q1 2019, filed 3 May 2019.