Level Four Advisory Services’s iShares MSCI USA ETF MLRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
– Sell
-30,740
Closed -$1.22M – 543
2017
Q4
$1.22M Buy
30,740
+22,068
+254% +$859K 0.1% 197
2017
Q3
$327K Buy
+8,672
New +$323K 0.03% 400

Other funds holding MLRG

Level Four Advisory Services's MLRG Position: Q1 2018 in Review

Level Four Advisory Services sold out of iShares MSCI USA ETF (MLRG) in Q1 2018, closing a stake of 30,740 shares — an estimated $1.22M sold.

Level Four Advisory Services first reported a position in MLRG in Q3 2017 and held it in 2 quarters. The position peaked at $1.22M in Q4 2017. 96 funds tracked by Wall St. Rank hold MLRG as of Q1 2018.

  • Level Four Advisory Services reported no remaining iShares MSCI USA ETF position as of Q1 2018 after selling out during the quarter.
  • Level Four Advisory Services sold 30,740 iShares MSCI USA ETF shares in Q1 2018, an estimated $1.22M.
  • Level Four Advisory Services first reported a position in iShares MSCI USA ETF in Q3 2017 and held it in 2 quarters.
  • Level Four Advisory Services's iShares MSCI USA ETF position peaked at $1.22M in Q4 2017.
  • 96 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2018.

Based on Level Four Advisory Services's 13F filing for Q1 2018, filed 14 May 2018.