Krilogy Financial’s iShares MSCI USA ETF MLRG Stock Holding History

Krilogy Financial’s Portfolio MLRG Stock Details MLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,028	Closed	-$85K	–	376
2018 Q3	$85K	Buy	+2,028	New	+$82.9K	0.02%	243

Other funds holding MLRG

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Krilogy Financial's MLRG Position: Q4 2018 in Review

Krilogy Financial sold out of iShares MSCI USA ETF (MLRG) in Q4 2018, closing a stake of 2,028 shares — an estimated $85K sold.

Krilogy Financial first reported a position in MLRG in Q3 2018 and held it in 1 quarter. The position peaked at $85K in Q3 2018. 96 funds tracked by Wall St. Rank hold MLRG as of Q4 2018.

Krilogy Financial reported no remaining iShares MSCI USA ETF position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 2,028 iShares MSCI USA ETF shares in Q4 2018, an estimated $85K.
Krilogy Financial first reported a position in iShares MSCI USA ETF in Q3 2018 and held it in 1 quarter.
Krilogy Financial's iShares MSCI USA ETF position peaked at $85K in Q3 2018.
96 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.