CAL
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Capital Advisors Ltd’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Capital Advisors Ltd’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-69
Closed -$7K – 472
2019
Q4 		$7K Buy
+69
New +$6.45K ﹤0.01% 371

Other funds holding SIZE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital Advisors Ltd's SIZE Position: Q1 2020 in Review

Capital Advisors Ltd sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2020, closing a stake of 69 shares — an estimated $7K sold.

Capital Advisors Ltd first reported a position in SIZE in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 143 funds tracked by Wall St. Rank hold SIZE as of Q1 2020.

  • Capital Advisors Ltd reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Advisors Ltd sold 69 iShares MSCI USA Size Factor ETF shares in Q1 2020, an estimated $7K.
  • Capital Advisors Ltd first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 1 quarter.
  • Capital Advisors Ltd's iShares MSCI USA Size Factor ETF position peaked at $7K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2020.

Based on Capital Advisors Ltd's 13F filing for Q1 2020, filed 8 May 2020.