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Crosspoint Capital Strategies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-156,739
Closed -$6.34M – 769
2015
Q4 		$6.34M Buy
+156,739
New +$6.53M 1.67% 7

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crosspoint Capital Strategies's USMV Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2016, closing a stake of 156,739 shares — an estimated $6.34M sold.

Crosspoint Capital Strategies first reported a position in USMV in Q4 2015 and held it in 1 quarter. The position peaked at $6.34M in Q4 2015. 276 funds tracked by Wall St. Rank hold USMV as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 156,739 iShares MSCI USA Min Vol Factor ETF shares in Q1 2016, an estimated $6.34M.
  • Crosspoint Capital Strategies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's iShares MSCI USA Min Vol Factor ETF position peaked at $6.34M in Q4 2015.
  • 276 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.