LVZ Inc’s iShares MSCI USA ETF MLRG Stock Holding History

LVZ Inc’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
2015 Q3	–	Sell	-10,096	Closed	-$313K	–	49
2015 Q2	$313K	Hold	10,096	–	–	0.17%	28
2015 Q1	$306K	Buy	+10,096	New	+$309K	0.18%	26

Other funds holding MLRG

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LVZ Inc's MLRG Position: Q3 2015 in Review

LVZ Inc sold out of iShares MSCI USA ETF (MLRG) in Q3 2015, closing a stake of 10,096 shares — an estimated $313K sold.

LVZ Inc first reported a position in MLRG in Q1 2015 and held it in 2 quarters. The position peaked at $313K in Q2 2015. 58 funds tracked by Wall St. Rank hold MLRG as of Q3 2015.

LVZ Inc reported no remaining iShares MSCI USA ETF position as of Q3 2015 after selling out during the quarter.
LVZ Inc sold 10,096 iShares MSCI USA ETF shares in Q3 2015, an estimated $313K.
LVZ Inc first reported a position in iShares MSCI USA ETF in Q1 2015 and held it in 2 quarters.
LVZ Inc's iShares MSCI USA ETF position peaked at $313K in Q2 2015.
58 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2015.

Based on LVZ Inc's 13F filing for Q3 2015, filed 20 Oct 2015.