PCIA
VLUE icon

Prime Capital Investment Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Prime Capital Investment Advisors’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-140
Closed -$10K – 465
2018
Q4 		$10K Buy
+140
New +$11.3K ﹤0.01% 276

Other funds holding VLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Prime Capital Investment Advisors sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q1 2019, closing a stake of 140 shares — an estimated $10K sold.

Prime Capital Investment Advisors first reported a position in VLUE in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 166 funds tracked by Wall St. Rank hold VLUE as of Q1 2019.

  • Prime Capital Investment Advisors reported no remaining iShares MSCI USA Value Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 140 iShares MSCI USA Value Factor ETF shares in Q1 2019, an estimated $10K.
  • Prime Capital Investment Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q4 2018 and held it in 1 quarter.
  • Prime Capital Investment Advisors's iShares MSCI USA Value Factor ETF position peaked at $10K in Q4 2018.
  • 166 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2019.

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