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Carroll Financial Associates’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Carroll Financial Associates’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-50
Closed -$1K – 1664
2019
Q2 		$1K Buy
+50
New +$1.51K ﹤0.01% 1493

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Carroll Financial Associates's PICK Position: Q3 2019 in Review

Carroll Financial Associates sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2019, closing a stake of 50 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in PICK in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 48 funds tracked by Wall St. Rank hold PICK as of Q3 2019.

  • Carroll Financial Associates reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 50 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2019, an estimated $1K.
  • Carroll Financial Associates first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2019 and held it in 1 quarter.
  • Carroll Financial Associates's iShares MSCI Global Metals & Mining Producers ETF position peaked at $1K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.