HFS
QUAL icon

HL Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

HL Financial Services’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$3.96M Buy
44,779
+6,400
+17% +$538K 0.06% 198
2018
Q4 		$2.95M Buy
38,379
+32,914
+602% +$2.73M 0.05% 228
2018
Q3 		$494K Buy
5,465
+1,263
+30% +$111K 0.01% 533
2018
Q2 		$351K Sell
4,202
-112
-3% -$9.37K 0.01% 550
2018
Q1 		$357K Buy
+4,314
New +$366K 0.01% 552
2017
Q4 		– Sell
-3,099
Closed -$239K – 683
2017
Q3 		$239K Buy
3,099
+177
+6% +$13.4K ﹤0.01% 615
2017
Q2 		$217K Buy
+2,922
New +$216K ﹤0.01% 641

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return