HPC
MSML

HM Payson & Co’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

HM Payson & Co’s Portfolio MSML Stock Details MSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-716
Closed -$34K – 938
2019
Q4 		$34K Buy
+716
New +$32.6K ﹤0.01% 640

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HM Payson & Co's MSML Position: Q1 2020 in Review

HM Payson & Co sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q1 2020, closing a stake of 716 shares — an estimated $34K sold.

HM Payson & Co first reported a position in MSML in Q4 2019 and held it in 1 quarter. The position peaked at $34K in Q4 2019. 54 funds tracked by Wall St. Rank hold MSML as of Q1 2020.

  • HM Payson & Co reported no remaining iShares MSCI USA Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • HM Payson & Co sold 716 iShares MSCI USA Small-Cap ETF shares in Q1 2020, an estimated $34K.
  • HM Payson & Co first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2019 and held it in 1 quarter.
  • HM Payson & Co's iShares MSCI USA Small-Cap ETF position peaked at $34K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q1 2020.

Based on HM Payson & Co's 13F filing for Q1 2020, filed 1 Jul 2020.