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Cedar Brook Financial Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Cedar Brook Financial Partners’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,063
Closed -$215K – 293
2019
Q4 		$215K Buy
6,063
+9
+0.1% +$313 0.09% 260
2019
Q3 		$208K Buy
+6,054
New +$206K 0.09% 280

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Cedar Brook Financial Partners's SMMV Position: Q1 2020 in Review

Cedar Brook Financial Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2020, closing a stake of 6,063 shares — an estimated $215K sold.

Cedar Brook Financial Partners first reported a position in SMMV in Q3 2019 and held it in 2 quarters. The position peaked at $215K in Q4 2019. 97 funds tracked by Wall St. Rank hold SMMV as of Q1 2020.

  • Cedar Brook Financial Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,063 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2020, an estimated $215K.
  • Cedar Brook Financial Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2019 and held it in 2 quarters.
  • Cedar Brook Financial Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $215K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2020, filed 7 May 2020.