LAS
MLRG

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

Lloyd Advisory Services’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
2020
Q1 		– Sell
-7,532
Closed -$347K – 334
2019
Q4 		$347K Buy
+7,532
New +$330K 0.32% 47

Other funds holding MLRG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lloyd Advisory Services's MLRG Position: Q1 2020 in Review

Lloyd Advisory Services sold out of iShares MSCI USA ETF (MLRG) in Q1 2020, closing a stake of 7,532 shares — an estimated $347K sold.

Lloyd Advisory Services first reported a position in MLRG in Q4 2019 and held it in 1 quarter. The position peaked at $347K in Q4 2019. 110 funds tracked by Wall St. Rank hold MLRG as of Q1 2020.

  • Lloyd Advisory Services reported no remaining iShares MSCI USA ETF position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 7,532 iShares MSCI USA ETF shares in Q1 2020, an estimated $347K.
  • Lloyd Advisory Services first reported a position in iShares MSCI USA ETF in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares MSCI USA ETF position peaked at $347K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.