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Bradley Foster & Sargent’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bradley Foster & Sargent’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,965
Closed -$212K – 351
2013
Q4 		$212K Sell
5,965
-2,960
-33% -$103K 0.01% 330
2013
Q3 		$297K Buy
+8,925
New +$298K 0.02% 286

Other funds holding USMV

AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Bradley Foster & Sargent's USMV Position: Q1 2014 in Review

Bradley Foster & Sargent sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2014, closing a stake of 5,965 shares — an estimated $212K sold.

Bradley Foster & Sargent first reported a position in USMV in Q3 2013 and held it in 2 quarters. The position peaked at $297K in Q3 2013. 103 funds tracked by Wall St. Rank hold USMV as of Q1 2014.

  • Bradley Foster & Sargent reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2014 after selling out during the quarter.
  • Bradley Foster & Sargent sold 5,965 iShares MSCI USA Min Vol Factor ETF shares in Q1 2014, an estimated $212K.
  • Bradley Foster & Sargent first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2013 and held it in 2 quarters.
  • Bradley Foster & Sargent's iShares MSCI USA Min Vol Factor ETF position peaked at $297K in Q3 2013.
  • 103 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2014.

Based on Bradley Foster & Sargent's 13F filing for Q1 2014, filed 12 May 2014.