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Legacy Capital Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Legacy Capital Partners’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,383
Closed -$475K – 152
2019
Q4 		$475K Buy
13,383
+858
+7% +$29.8K 0.19% 94
2019
Q3 		$430K Buy
12,525
+3,891
+45% +$133K 0.19% 94
2019
Q2 		$288K Buy
+8,634
New +$283K 0.13% 113

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Legacy Capital Partners's SMMV Position: Q1 2020 in Review

Legacy Capital Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2020, closing a stake of 13,383 shares — an estimated $475K sold.

Legacy Capital Partners first reported a position in SMMV in Q2 2019 and held it in 3 quarters. The position peaked at $475K in Q4 2019. 98 funds tracked by Wall St. Rank hold SMMV as of Q1 2020.

  • Legacy Capital Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 13,383 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2020, an estimated $475K.
  • Legacy Capital Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2019 and held it in 3 quarters.
  • Legacy Capital Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $475K in Q4 2019.
  • 98 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2020.

Based on Legacy Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.