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Prudential plc’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Prudential plc’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
2019
Q4 		– Sell
-5,000
Closed -$454K – 727
2019
Q3 		$454K Buy
+5,000
New +$453K ﹤0.01% 636
2019
Q2 		– Sell
-10,000
Closed – – 773
2019
Q1 		$0 Buy
+10,000
New +$849K ﹤0.01% 703

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Prudential plc's SIZE Position: Q4 2019 in Review

Prudential plc sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2019, closing a stake of 5,000 shares — an estimated $454K sold.

Prudential plc first reported a position in SIZE in Q1 2019 and held it in 2 quarters. The position peaked at $454K in Q3 2019. 131 funds tracked by Wall St. Rank hold SIZE as of Q4 2019.

  • Prudential plc reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Prudential plc sold 5,000 iShares MSCI USA Size Factor ETF shares in Q4 2019, an estimated $454K.
  • Prudential plc first reported a position in iShares MSCI USA Size Factor ETF in Q1 2019 and held it in 2 quarters.
  • Prudential plc's iShares MSCI USA Size Factor ETF position peaked at $454K in Q3 2019.
  • 131 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2019.

Based on Prudential plc's 13F filing for Q4 2019, filed 13 Feb 2020.