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Chesapeake Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Chesapeake Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,052
Closed -$265K – 195
2018
Q4 		$265K Buy
+5,052
New +$278K 0.13% 152

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Chesapeake Wealth Management's USMV Position: Q1 2019 in Review

Chesapeake Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2019, closing a stake of 5,052 shares — an estimated $265K sold.

Chesapeake Wealth Management first reported a position in USMV in Q4 2018 and held it in 1 quarter. The position peaked at $265K in Q4 2018. 655 funds tracked by Wall St. Rank hold USMV as of Q1 2019.

  • Chesapeake Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Chesapeake Wealth Management sold 5,052 iShares MSCI USA Min Vol Factor ETF shares in Q1 2019, an estimated $265K.
  • Chesapeake Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 1 quarter.
  • Chesapeake Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $265K in Q4 2018.
  • 655 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2019.

Based on Chesapeake Wealth Management's 13F filing for Q1 2019, filed 17 Apr 2019.