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Kessler Investment Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kessler Investment Group’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
2018
Q3 		– Sell
-885
Closed -$74K – 175
2018
Q2 		$74K Buy
+885
New +$74K 0.09% 72

Other funds holding QUAL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Kessler Investment Group's QUAL Position: Q3 2018 in Review

Kessler Investment Group sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2018, closing a stake of 885 shares — an estimated $74K sold.

Kessler Investment Group first reported a position in QUAL in Q2 2018 and held it in 1 quarter. The position peaked at $74K in Q2 2018. 250 funds tracked by Wall St. Rank hold QUAL as of Q3 2018.

  • Kessler Investment Group reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Kessler Investment Group sold 885 iShares MSCI USA Quality Factor ETF shares in Q3 2018, an estimated $74K.
  • Kessler Investment Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2018 and held it in 1 quarter.
  • Kessler Investment Group's iShares MSCI USA Quality Factor ETF position peaked at $74K in Q2 2018.
  • 250 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2018.

Based on Kessler Investment Group's 13F filing for Q3 2018, filed 15 Oct 2018.