HFS
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HL Financial Services’s iShares US Equity Factor ETF LRGF Stock Holding History

HL Financial Services’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 		$669K Buy
21,566
+2,847
+15% +$86.1K 0.01% 449
2018
Q4 		$522K Buy
18,719
+2,386
+15% +$73.4K 0.01% 485
2018
Q3 		$549K Buy
16,333
+4,914
+43% +$164K 0.01% 504
2018
Q2 		$365K Buy
+11,419
New +$369K 0.01% 543

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.1B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

HL Financial Services's LRGF Position: Q1 2019 in Review

HL Financial Services increased its iShares US Equity Factor ETF (LRGF) stake by 15% in Q1 2019, buying an estimated $86.1K and bringing the position to 21,566 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #449.

HL Financial Services first reported a position in LRGF in Q2 2018 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold LRGF as of Q1 2019.

  • HL Financial Services held 21,566 shares of iShares US Equity Factor ETF worth $669K as of Q1 2019.
  • HL Financial Services bought 2,847 iShares US Equity Factor ETF shares in Q1 2019, an estimated $86.1K.
  • iShares US Equity Factor ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #449 holding.
  • HL Financial Services first reported a position in iShares US Equity Factor ETF in Q2 2018 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.