NNP
MLRG

Nachman Norwood & Parrott’s iShares MSCI USA ETF MLRG Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-1,500
Closed -$73K – 628
2020
Q3 		$73K Buy
+1,500
New +$71.5K 0.01% 376

Other funds holding MLRG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nachman Norwood & Parrott's MLRG Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares MSCI USA ETF (MLRG) in Q4 2020, closing a stake of 1,500 shares — an estimated $73K sold.

Nachman Norwood & Parrott first reported a position in MLRG in Q3 2020 and held it in 1 quarter. The position peaked at $73K in Q3 2020. 125 funds tracked by Wall St. Rank hold MLRG as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares MSCI USA ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,500 iShares MSCI USA ETF shares in Q4 2020, an estimated $73K.
  • Nachman Norwood & Parrott first reported a position in iShares MSCI USA ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares MSCI USA ETF position peaked at $73K in Q3 2020.
  • 125 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.