NYLIC
CSML

New York Life Insurance Company’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

New York Life Insurance Company’s Portfolio CSML Stock Details CSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$45.1M Sell
1,608,033
-351,967
-18% -$9.75M 4.2% 4
2017
Q3 		$52.6M Buy
1,960,000
+440,000
+29% +$11.1M 6.13% 3
2017
Q2 		$38.7M Buy
+1,520,000
New +$38.2M 4.97% 4

Other funds holding CSML

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

New York Life Insurance Company's CSML Position: Q4 2017 in Review

New York Life Insurance Company reduced its IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) stake by 18% in Q4 2017, selling an estimated $9.75M and leaving 1,608,033 shares worth $45.1M. The position accounts for 4.2% of the portfolio, ranked #4.

New York Life Insurance Company first reported a position in CSML in Q2 2017 and has held it in 3 quarters since. The position peaked at $52.6M in Q3 2017. 31 funds tracked by Wall St. Rank hold CSML as of Q4 2017.

  • New York Life Insurance Company held 1,608,033 shares of IndexIQ ETF Trust IQ U.S. Small Cap ETF worth $45.1M as of Q4 2017.
  • New York Life Insurance Company sold 351,967 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q4 2017, an estimated $9.75M.
  • IndexIQ ETF Trust IQ U.S. Small Cap ETF made up 4.2% of New York Life Insurance Company's portfolio in Q4 2017, its #4 holding.
  • New York Life Insurance Company first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q2 2017 and has held it in 3 quarters since.
  • New York Life Insurance Company's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $52.6M in Q3 2017.
  • 31 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q4 2017.

Based on New York Life Insurance Company's 13F filing for Q4 2017, filed 12 Feb 2018.