PFBT
MLRG

Parkside Financial Bank & Trust’s iShares MSCI USA ETF MLRG Stock Holding History

Parkside Financial Bank & Trust’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
2019
Q1 		– Sell
-5,504
Closed -$196K – 1591
2018
Q4 		$196K Buy
+5,504
New +$215K 0.07% 167

Other funds holding MLRG

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Parkside Financial Bank & Trust's MLRG Position: Q1 2019 in Review

Parkside Financial Bank & Trust sold out of iShares MSCI USA ETF (MLRG) in Q1 2019, closing a stake of 5,504 shares — an estimated $196K sold.

Parkside Financial Bank & Trust first reported a position in MLRG in Q4 2018 and held it in 1 quarter. The position peaked at $196K in Q4 2018. 100 funds tracked by Wall St. Rank hold MLRG as of Q1 2019.

  • Parkside Financial Bank & Trust reported no remaining iShares MSCI USA ETF position as of Q1 2019 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 5,504 iShares MSCI USA ETF shares in Q1 2019, an estimated $196K.
  • Parkside Financial Bank & Trust first reported a position in iShares MSCI USA ETF in Q4 2018 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's iShares MSCI USA ETF position peaked at $196K in Q4 2018.
  • 100 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2019.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2019, filed 1 May 2019.