Janney Montgomery Scott
SIZE icon

Janney Montgomery Scott’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Janney Montgomery Scott’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-306,968
Closed -$21.9M – 2061
2020
Q1 		$21.9M Sell
306,968
-110,965
-27% -$9.98M 0.17% 143
2019
Q4 		$40.7M Buy
+417,933
New +$39.1M 0.27% 90

Other funds holding SIZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Janney Montgomery Scott's SIZE Position: Q2 2020 in Review

Janney Montgomery Scott sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 306,968 shares — an estimated $21.9M sold.

Janney Montgomery Scott first reported a position in SIZE in Q4 2019 and held it in 2 quarters. The position peaked at $40.7M in Q4 2019. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Janney Montgomery Scott reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Janney Montgomery Scott sold 306,968 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $21.9M.
  • Janney Montgomery Scott first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 2 quarters.
  • Janney Montgomery Scott's iShares MSCI USA Size Factor ETF position peaked at $40.7M in Q4 2019.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Janney Montgomery Scott's 13F filing for Q2 2020, filed 23 Jul 2020.