GIM
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Goelzer Investment Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Goelzer Investment Management’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
Q2 		– Sell
-16,664
Closed -$517K – 264
2019
Q1 		$517K Buy
+16,664
New +$504K 0.05% 205

Other funds holding LRGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Goelzer Investment Management's LRGF Position: Q2 2019 in Review

Goelzer Investment Management sold out of iShares US Equity Factor ETF (LRGF) in Q2 2019, closing a stake of 16,664 shares — an estimated $517K sold.

Goelzer Investment Management first reported a position in LRGF in Q1 2019 and held it in 1 quarter. The position peaked at $517K in Q1 2019. 121 funds tracked by Wall St. Rank hold LRGF as of Q2 2019.

  • Goelzer Investment Management reported no remaining iShares US Equity Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 16,664 iShares US Equity Factor ETF shares in Q2 2019, an estimated $517K.
  • Goelzer Investment Management first reported a position in iShares US Equity Factor ETF in Q1 2019 and held it in 1 quarter.
  • Goelzer Investment Management's iShares US Equity Factor ETF position peaked at $517K in Q1 2019.
  • 121 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2019.

Based on Goelzer Investment Management's 13F filing for Q2 2019, filed 29 Jul 2019.