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Global Financial Private Capital’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Global Financial Private Capital’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,237
Closed -$236K – 490
2018
Q3 		$236K Buy
+7,237
New +$234K 0.01% 480

Other funds holding SMMV

NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CB
Community Bank Dewitt, New York $926M AUM 31.78% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Global Financial Private Capital's SMMV Position: Q4 2018 in Review

Global Financial Private Capital sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2018, closing a stake of 7,237 shares — an estimated $236K sold.

Global Financial Private Capital first reported a position in SMMV in Q3 2018 and held it in 1 quarter. The position peaked at $236K in Q3 2018. 30 funds tracked by Wall St. Rank hold SMMV as of Q4 2018.

  • Global Financial Private Capital reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 7,237 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2018, an estimated $236K.
  • Global Financial Private Capital first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2018 and held it in 1 quarter.
  • Global Financial Private Capital's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $236K in Q3 2018.
  • 30 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.