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Churchill Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Churchill Management’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-505,281
Closed -$24.3M – 129
2017
Q1 		$24.3M Buy
+505,281
New +$24.4M 0.69% 23

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Churchill Management's ISCV Position: Q2 2017 in Review

Churchill Management sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2017, closing a stake of 505,281 shares — an estimated $24.3M sold.

Churchill Management first reported a position in ISCV in Q1 2017 and held it in 1 quarter. The position peaked at $24.3M in Q1 2017. 81 funds tracked by Wall St. Rank hold ISCV as of Q2 2017.

  • Churchill Management reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
  • Churchill Management sold 505,281 iShares Morningstar Small-Cap Value ETF shares in Q2 2017, an estimated $24.3M.
  • Churchill Management first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2017 and held it in 1 quarter.
  • Churchill Management's iShares Morningstar Small-Cap Value ETF position peaked at $24.3M in Q1 2017.
  • 81 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2017.

Based on Churchill Management's 13F filing for Q2 2017, filed 12 Jul 2017.