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Midwest Professional Planners Ltd (MPPL)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2018
Q3 		– Sell
-241
Closed -$13K – 280
2018
Q2 		$13K Sell
241
-1
-0.4% -$53 0.01% 215
2018
Q1 		$13K Buy
242
+60
+33% +$3.17K 0.01% 215
2017
Q4 		$10K Buy
+182
New +$9.44K 0.01% 245

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s USMV Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2018, closing a stake of 241 shares — an estimated $13K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in USMV in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 488 funds tracked by Wall St. Rank hold USMV as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 241 iShares MSCI USA Min Vol Factor ETF shares in Q3 2018, an estimated $13K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares MSCI USA Min Vol Factor ETF position peaked at $13K in Q2 2018.
  • 488 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.