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Pinnacle Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Pinnacle Advisory Group’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,345
Closed -$360K – 202
2017
Q4 		$360K Buy
+4,345
New +$350K 0.02% 162

Other funds holding QUAL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Pinnacle Advisory Group's QUAL Position: Q1 2018 in Review

Pinnacle Advisory Group sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2018, closing a stake of 4,345 shares — an estimated $360K sold.

Pinnacle Advisory Group first reported a position in QUAL in Q4 2017 and held it in 1 quarter. The position peaked at $360K in Q4 2017. 212 funds tracked by Wall St. Rank hold QUAL as of Q1 2018.

  • Pinnacle Advisory Group reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Pinnacle Advisory Group sold 4,345 iShares MSCI USA Quality Factor ETF shares in Q1 2018, an estimated $360K.
  • Pinnacle Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2017 and held it in 1 quarter.
  • Pinnacle Advisory Group's iShares MSCI USA Quality Factor ETF position peaked at $360K in Q4 2017.
  • 212 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2018.

Based on Pinnacle Advisory Group's 13F filing for Q1 2018, filed 17 Apr 2018.