QLMGAA
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QS Legg Mason Global Asset Allocation’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

QS Legg Mason Global Asset Allocation’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,814
Closed -$102K – 68
2014
Q1 		$102K Buy
+2,814
New +$99.5K 0.01% 48

Other funds holding USMV

AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

QS Legg Mason Global Asset Allocation's USMV Position: Q2 2014 in Review

QS Legg Mason Global Asset Allocation sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2014, closing a stake of 2,814 shares — an estimated $102K sold.

QS Legg Mason Global Asset Allocation first reported a position in USMV in Q1 2014 and held it in 1 quarter. The position peaked at $102K in Q1 2014. 111 funds tracked by Wall St. Rank hold USMV as of Q2 2014.

  • QS Legg Mason Global Asset Allocation reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2014 after selling out during the quarter.
  • QS Legg Mason Global Asset Allocation sold 2,814 iShares MSCI USA Min Vol Factor ETF shares in Q2 2014, an estimated $102K.
  • QS Legg Mason Global Asset Allocation first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2014 and held it in 1 quarter.
  • QS Legg Mason Global Asset Allocation's iShares MSCI USA Min Vol Factor ETF position peaked at $102K in Q1 2014.
  • 111 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2014.

Based on QS Legg Mason Global Asset Allocation's 13F filing for Q2 2014, filed 14 Aug 2014.