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Kessler Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kessler Investment Group’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-25
Closed -$1K – 106
2016
Q4 		$1K Hold
25
– – ﹤0.01% 93
2016
Q3 		$1K Buy
+25
New +$1.16K ﹤0.01% 90

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kessler Investment Group's USMV Position: Q1 2017 in Review

Kessler Investment Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2017, closing a stake of 25 shares — an estimated $1K sold.

Kessler Investment Group first reported a position in USMV in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q4 2016. 342 funds tracked by Wall St. Rank hold USMV as of Q1 2017.

  • Kessler Investment Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
  • Kessler Investment Group sold 25 iShares MSCI USA Min Vol Factor ETF shares in Q1 2017, an estimated $1K.
  • Kessler Investment Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2016 and held it in 2 quarters.
  • Kessler Investment Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1K in Q4 2016.
  • 342 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2017.

Based on Kessler Investment Group's 13F filing for Q1 2017, filed 19 Apr 2017.