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Carmichael Hill & Associates’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Carmichael Hill & Associates’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
Q3 		– Sell
-90
Closed -$8K – 736
2020
Q2 		$8K Buy
90
+35
+64% +$2.88K 0.01% 525
2020
Q1 		$4K Buy
+55
New +$4.95K ﹤0.01% 555

Other funds holding SIZE

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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

Carmichael Hill & Associates's SIZE Position: Q3 2020 in Review

Carmichael Hill & Associates sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2020, closing a stake of 90 shares — an estimated $8K sold.

Carmichael Hill & Associates first reported a position in SIZE in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 89 funds tracked by Wall St. Rank hold SIZE as of Q3 2020.

  • Carmichael Hill & Associates reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 90 iShares MSCI USA Size Factor ETF shares in Q3 2020, an estimated $8K.
  • Carmichael Hill & Associates first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 2 quarters.
  • Carmichael Hill & Associates's iShares MSCI USA Size Factor ETF position peaked at $8K in Q2 2020.
  • 89 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2020.

Based on Carmichael Hill & Associates's 13F filing for Q3 2020, filed 12 Nov 2020.