CAPTRUST Financial Advisors
SIZE icon

CAPTRUST Financial Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

CAPTRUST Financial Advisors’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
2018
Q1 		– Sell
-1,389
Closed -$116K – 1373
2017
Q4 		$116K Buy
+1,389
New +$114K 0.01% 421

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CAPTRUST Financial Advisors's SIZE Position: Q1 2018 in Review

CAPTRUST Financial Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2018, closing a stake of 1,389 shares — an estimated $116K sold.

CAPTRUST Financial Advisors first reported a position in SIZE in Q4 2017 and held it in 1 quarter. The position peaked at $116K in Q4 2017. 25 funds tracked by Wall St. Rank hold SIZE as of Q1 2018.

  • CAPTRUST Financial Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,389 iShares MSCI USA Size Factor ETF shares in Q1 2018, an estimated $116K.
  • CAPTRUST Financial Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2017 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's iShares MSCI USA Size Factor ETF position peaked at $116K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.