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Mountain Capital Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Mountain Capital Investment Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-99,854
Closed -$9.71M – 112
2020
Q2 		$9.71M Sell
99,854
-2,501
-2% -$230K 4.45% 7
2020
Q1 		$8.95M Sell
102,355
-27,231
-21% -$2.6M 4.63% 7
2019
Q4 		$13.2M Buy
+129,586
New +$12.5M 5.86% 7

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mountain Capital Investment Advisors's QUAL Position: Q3 2020 in Review

Mountain Capital Investment Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2020, closing a stake of 99,854 shares — an estimated $9.71M sold.

Mountain Capital Investment Advisors first reported a position in QUAL in Q4 2019 and held it in 3 quarters. The position peaked at $13.2M in Q4 2019. 568 funds tracked by Wall St. Rank hold QUAL as of Q3 2020.

  • Mountain Capital Investment Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 99,854 iShares MSCI USA Quality Factor ETF shares in Q3 2020, an estimated $9.71M.
  • Mountain Capital Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and held it in 3 quarters.
  • Mountain Capital Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $13.2M in Q4 2019.
  • 568 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.