First Heartland Consultants’s iShares MSCI USA ETF MLRG Stock Holding History

First Heartland Consultants’s Portfolio MLRG Stock Details MLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-14,048	Closed	-$434K	–	263
2014 Q4	$434K	Buy	+14,048	New	+$421K	0.18%	153

Other funds holding MLRG

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

First Heartland Consultants's MLRG Position: Q1 2015 in Review

First Heartland Consultants sold out of iShares MSCI USA ETF (MLRG) in Q1 2015, closing a stake of 14,048 shares — an estimated $434K sold.

First Heartland Consultants first reported a position in MLRG in Q4 2014 and held it in 1 quarter. The position peaked at $434K in Q4 2014. 63 funds tracked by Wall St. Rank hold MLRG as of Q1 2015.

First Heartland Consultants reported no remaining iShares MSCI USA ETF position as of Q1 2015 after selling out during the quarter.
First Heartland Consultants sold 14,048 iShares MSCI USA ETF shares in Q1 2015, an estimated $434K.
First Heartland Consultants first reported a position in iShares MSCI USA ETF in Q4 2014 and held it in 1 quarter.
First Heartland Consultants's iShares MSCI USA ETF position peaked at $434K in Q4 2014.
63 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2015.

Based on First Heartland Consultants's 13F filing for Q1 2015, filed 24 Apr 2015.