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Oppenheimer & Co’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Oppenheimer & Co’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,867
Closed -$218K – 1279
2016
Q3 		$218K Buy
+2,867
New +$220K 0.01% 1100

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oppenheimer & Co's ACWV Position: Q4 2016 in Review

Oppenheimer & Co sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2016, closing a stake of 2,867 shares — an estimated $218K sold.

Oppenheimer & Co first reported a position in ACWV in Q3 2016 and held it in 1 quarter. The position peaked at $218K in Q3 2016. 121 funds tracked by Wall St. Rank hold ACWV as of Q4 2016.

  • Oppenheimer & Co reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Oppenheimer & Co sold 2,867 iShares MSCI Global Min Vol Factor ETF shares in Q4 2016, an estimated $218K.
  • Oppenheimer & Co first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2016 and held it in 1 quarter.
  • Oppenheimer & Co's iShares MSCI Global Min Vol Factor ETF position peaked at $218K in Q3 2016.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2016.

Based on Oppenheimer & Co's 13F filing for Q4 2016, filed 2 Feb 2017.