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Patton Albertson Miller Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Patton Albertson Miller Group’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,400
Closed -$385K – 217
2020
Q1 		$385K Buy
+5,400
New +$485K 0.13% 157

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QA
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Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Morgan Stanley
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
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Thrivent Financial for Lutherans
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Patton Albertson Miller Group's SIZE Position: Q2 2020 in Review

Patton Albertson Miller Group sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 5,400 shares — an estimated $385K sold.

Patton Albertson Miller Group first reported a position in SIZE in Q1 2020 and held it in 1 quarter. The position peaked at $385K in Q1 2020. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Patton Albertson Miller Group reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Patton Albertson Miller Group sold 5,400 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $385K.
  • Patton Albertson Miller Group first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 1 quarter.
  • Patton Albertson Miller Group's iShares MSCI USA Size Factor ETF position peaked at $385K in Q1 2020.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Patton Albertson Miller Group's 13F filing for Q2 2020, filed 10 Aug 2020.