CCS
SUSA icon

Crosspoint Capital Strategies’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Crosspoint Capital Strategies’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-98
Closed -$4K – 171
2016
Q3 		$4K Hold
98
– – 0.01% 95
2016
Q2 		$4K Buy
+98
New +$4.21K ﹤0.01% 104

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPWM
Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Crosspoint Capital Strategies's SUSA Position: Q4 2016 in Review

Crosspoint Capital Strategies sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2016, closing a stake of 98 shares — an estimated $4K sold.

Crosspoint Capital Strategies first reported a position in SUSA in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 123 funds tracked by Wall St. Rank hold SUSA as of Q4 2016.

  • Crosspoint Capital Strategies reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 98 iShares ESG Optimized MSCI USA ETF shares in Q4 2016, an estimated $4K.
  • Crosspoint Capital Strategies first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2016 and held it in 2 quarters.
  • Crosspoint Capital Strategies's iShares ESG Optimized MSCI USA ETF position peaked at $4K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2016, filed 23 Jan 2017.