CA
MSML

Calton & Associates’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Calton & Associates’s Portfolio MSML Stock Details MSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,512
Closed -$68K – 812
2017
Q4 		$68K Buy
+1,512
New +$64K 0.02% 582

Other funds holding MSML

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Calton & Associates's MSML Position: Q1 2018 in Review

Calton & Associates sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q1 2018, closing a stake of 1,512 shares — an estimated $68K sold.

Calton & Associates first reported a position in MSML in Q4 2017 and held it in 1 quarter. The position peaked at $68K in Q4 2017. 53 funds tracked by Wall St. Rank hold MSML as of Q1 2018.

  • Calton & Associates reported no remaining iShares MSCI USA Small-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,512 iShares MSCI USA Small-Cap ETF shares in Q1 2018, an estimated $68K.
  • Calton & Associates first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares MSCI USA Small-Cap ETF position peaked at $68K in Q4 2017.
  • 53 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.