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Parkwood LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Parkwood LLC’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-11,000
Closed -$435K – 497
2015
Q3 		$435K Buy
+11,000
New +$450K 0.07% 210

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parkwood LLC's USMV Position: Q4 2015 in Review

Parkwood LLC sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2015, closing a stake of 11,000 shares — an estimated $435K sold.

Parkwood LLC first reported a position in USMV in Q3 2015 and held it in 1 quarter. The position peaked at $435K in Q3 2015. 220 funds tracked by Wall St. Rank hold USMV as of Q4 2015.

  • Parkwood LLC reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2015 after selling out during the quarter.
  • Parkwood LLC sold 11,000 iShares MSCI USA Min Vol Factor ETF shares in Q4 2015, an estimated $435K.
  • Parkwood LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2015 and held it in 1 quarter.
  • Parkwood LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $435K in Q3 2015.
  • 220 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2015.

Based on Parkwood LLC's 13F filing for Q4 2015, filed 4 Feb 2016.