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MYCIO Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-42
Closed -$3K – 550
2016
Q3 		$3K Buy
+42
New +$2.84K ﹤0.01% 720

Other funds holding QUAL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

MYCIO Wealth Partners's QUAL Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2016, closing a stake of 42 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in QUAL in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 120 funds tracked by Wall St. Rank hold QUAL as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 42 iShares MSCI USA Quality Factor ETF shares in Q4 2016, an estimated $3K.
  • MYCIO Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2016 and held it in 1 quarter.
  • MYCIO Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $3K in Q3 2016.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.