First Allied Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

First Allied Advisory Services’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,676	Closed	-$106K	–	1556
2019 Q3	$106K	Buy	+2,676	New	+$107K	﹤0.01%	1222

Other funds holding SMLF

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Allied Advisory Services's SMLF Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2019, closing a stake of 2,676 shares — an estimated $106K sold.

First Allied Advisory Services first reported a position in SMLF in Q3 2019 and held it in 1 quarter. The position peaked at $106K in Q3 2019. 68 funds tracked by Wall St. Rank hold SMLF as of Q4 2019.

First Allied Advisory Services reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 2,676 iShares US Small Cap Equity Factor ETF shares in Q4 2019, an estimated $106K.
First Allied Advisory Services first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's iShares US Small Cap Equity Factor ETF position peaked at $106K in Q3 2019.
68 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.