FHA
LRGF icon

Flagship Harbor Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Flagship Harbor Advisors’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-600
Closed -$16K – 1900
2018
Q4 		$16K Hold
600
– – ﹤0.01% 1095
2018
Q3 		$20K Buy
+600
New +$20K ﹤0.01% 1118

Other funds holding LRGF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Flagship Harbor Advisors's LRGF Position: Q1 2019 in Review

Flagship Harbor Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q1 2019, closing a stake of 600 shares — an estimated $16K sold.

Flagship Harbor Advisors first reported a position in LRGF in Q3 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 115 funds tracked by Wall St. Rank hold LRGF as of Q1 2019.

  • Flagship Harbor Advisors reported no remaining iShares US Equity Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Flagship Harbor Advisors sold 600 iShares US Equity Factor ETF shares in Q1 2019, an estimated $16K.
  • Flagship Harbor Advisors first reported a position in iShares US Equity Factor ETF in Q3 2018 and held it in 2 quarters.
  • Flagship Harbor Advisors's iShares US Equity Factor ETF position peaked at $20K in Q3 2018.
  • 115 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2019.

Based on Flagship Harbor Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.