Lebenthal Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Other funds holding USMV
NLI
Lebenthal Asset Management's USMV Position: Q1 2017 in Review
Lebenthal Asset Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 23% in Q1 2017, buying an estimated $78.1K and bringing the position to 9,054 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #270.
Lebenthal Asset Management first reported a position in USMV in Q3 2016 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold USMV as of Q1 2017.
- Lebenthal Asset Management held 9,054 shares of iShares MSCI USA Min Vol Factor ETF worth $432K as of Q1 2017.
- Lebenthal Asset Management bought 1,667 iShares MSCI USA Min Vol Factor ETF shares in Q1 2017, an estimated $78.1K.
- iShares MSCI USA Min Vol Factor ETF made up 0.05% of Lebenthal Asset Management's portfolio in Q1 2017, its #270 holding.
- Lebenthal Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2016 and has held it in 3 quarters since.
- 342 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2017.
Based on Lebenthal Asset Management's 13F filing for Q1 2017, filed 15 May 2017.