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City National Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

City National Bank’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
2015
Q1 		– Sell
-11,914
Closed -$482K – 916
2014
Q4 		$482K Buy
+11,914
New +$469K ﹤0.01% 642

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

City National Bank's USMV Position: Q1 2015 in Review

City National Bank sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2015, closing a stake of 11,914 shares — an estimated $482K sold.

City National Bank first reported a position in USMV in Q4 2014 and held it in 1 quarter. The position peaked at $482K in Q4 2014. 153 funds tracked by Wall St. Rank hold USMV as of Q1 2015.

  • City National Bank reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2015 after selling out during the quarter.
  • City National Bank sold 11,914 iShares MSCI USA Min Vol Factor ETF shares in Q1 2015, an estimated $482K.
  • City National Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2014 and held it in 1 quarter.
  • City National Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $482K in Q4 2014.
  • 153 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2015.

Based on City National Bank's 13F filing for Q1 2015, filed 29 Apr 2015.