Lowe Wealth Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Lowe Wealth Advisors’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
2017 Q1	–	Sell	-800	Closed	-$27K	–	233
2016 Q4	$27K	Buy	+800	New	+$26K	0.02%	80

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

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

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

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

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

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

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

Lowe Wealth Advisors's MLRG Position: Q1 2017 in Review

Lowe Wealth Advisors sold out of iShares MSCI USA ETF (MLRG) in Q1 2017, closing a stake of 800 shares — an estimated $27K sold.

Lowe Wealth Advisors first reported a position in MLRG in Q4 2016 and held it in 1 quarter. The position peaked at $27K in Q4 2016. 68 funds tracked by Wall St. Rank hold MLRG as of Q1 2017.

Lowe Wealth Advisors reported no remaining iShares MSCI USA ETF position as of Q1 2017 after selling out during the quarter.
Lowe Wealth Advisors sold 800 iShares MSCI USA ETF shares in Q1 2017, an estimated $27K.
Lowe Wealth Advisors first reported a position in iShares MSCI USA ETF in Q4 2016 and held it in 1 quarter.
Lowe Wealth Advisors's iShares MSCI USA ETF position peaked at $27K in Q4 2016.
68 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2017.

Based on Lowe Wealth Advisors's 13F filing for Q1 2017, filed 5 Apr 2017.