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Mattern Capital Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Mattern Capital Management’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-26,589
Closed -$943K – 109
2019
Q4 		$943K Buy
+26,589
New +$925K 0.26% 89

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Mattern Capital Management's SMMV Position: Q1 2020 in Review

Mattern Capital Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2020, closing a stake of 26,589 shares — an estimated $943K sold.

Mattern Capital Management first reported a position in SMMV in Q4 2019 and held it in 1 quarter. The position peaked at $943K in Q4 2019. 97 funds tracked by Wall St. Rank hold SMMV as of Q1 2020.

  • Mattern Capital Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Mattern Capital Management sold 26,589 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2020, an estimated $943K.
  • Mattern Capital Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • Mattern Capital Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $943K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2020.

Based on Mattern Capital Management's 13F filing for Q1 2020, filed 11 May 2020.