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Prime Capital Investment Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Prime Capital Investment Advisors’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-154
Closed -$3K – 380
2018
Q4 		$3K Buy
+154
New +$3.63K ﹤0.01% 317

Other funds holding IVLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
SHCM
Stokes & Hubbell Capital Management New Orleans, Louisiana $476M AUM 5.4% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return

Prime Capital Investment Advisors's IVLU Position: Q1 2019 in Review

Prime Capital Investment Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2019, closing a stake of 154 shares — an estimated $3K sold.

Prime Capital Investment Advisors first reported a position in IVLU in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 29 funds tracked by Wall St. Rank hold IVLU as of Q1 2019.

  • Prime Capital Investment Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 154 iShares MSCI Intl Value Factor ETF shares in Q1 2019, an estimated $3K.
  • Prime Capital Investment Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2018 and held it in 1 quarter.
  • Prime Capital Investment Advisors's iShares MSCI Intl Value Factor ETF position peaked at $3K in Q4 2018.
  • 29 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2019.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.