Luther King Capital Management (LKCM)
USMV icon

Luther King Capital Management (LKCM)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,526
Closed -$295K – 532
2016
Q4 		$295K Sell
6,526
-5,505
-46% -$246K ﹤0.01% 447
2016
Q3 		$547K Buy
+12,031
New +$557K 0.01% 390

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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NLI
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Citigroup
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Luther King Capital Management (LKCM)'s USMV Position: Q1 2017 in Review

Luther King Capital Management (LKCM) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2017, closing a stake of 6,526 shares — an estimated $295K sold.

Luther King Capital Management (LKCM) first reported a position in USMV in Q3 2016 and held it in 2 quarters. The position peaked at $547K in Q3 2016. 342 funds tracked by Wall St. Rank hold USMV as of Q1 2017.

  • Luther King Capital Management (LKCM) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 6,526 iShares MSCI USA Min Vol Factor ETF shares in Q1 2017, an estimated $295K.
  • Luther King Capital Management (LKCM) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2016 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s iShares MSCI USA Min Vol Factor ETF position peaked at $547K in Q3 2016.
  • 342 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2017.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2017, filed 12 May 2017.