NEXT Financial Holdings’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$661K	Buy	+7,473	New	+$629K	0.17%	76

Other funds holding QUAL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NEXT Financial Holdings's QUAL Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2019: 7,473 shares worth $661K. The stake represents 0.17% of the portfolio and ranks #76 among its holdings.

339 funds tracked by Wall St. Rank hold QUAL as of Q1 2019.

NEXT Financial Holdings held 7,473 shares of iShares MSCI USA Quality Factor ETF worth $661K as of Q1 2019.
iShares MSCI USA Quality Factor ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares MSCI USA Quality Factor ETF made up 0.17% of NEXT Financial Holdings's portfolio in Q1 2019, its #76 holding.
339 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.