PG
ISCV icon

Patten Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Patten Group’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-30
Closed -$2K – 637
2018
Q3 		$2K Hold
30
– – ﹤0.01% 647
2018
Q2 		$2K Hold
30
– – ﹤0.01% 626
2018
Q1 		$1K Buy
+30
New +$1.49K ﹤0.01% 566

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patten Group's ISCV Position: Q4 2018 in Review

Patten Group sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2018, closing a stake of 30 shares — an estimated $2K sold.

Patten Group first reported a position in ISCV in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 87 funds tracked by Wall St. Rank hold ISCV as of Q4 2018.

  • Patten Group reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Patten Group sold 30 iShares Morningstar Small-Cap Value ETF shares in Q4 2018, an estimated $2K.
  • Patten Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2018 and held it in 3 quarters.
  • Patten Group's iShares Morningstar Small-Cap Value ETF position peaked at $2K in Q3 2018.
  • 87 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.