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Ranch Capital Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Ranch Capital Advisors’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-286
Closed -$8K – 928
2020
Q2 		$8K Buy
+286
New +$7.98K 0.01% 694

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ranch Capital Advisors's SMMV Position: Q3 2020 in Review

Ranch Capital Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2020, closing a stake of 286 shares — an estimated $8K sold.

Ranch Capital Advisors first reported a position in SMMV in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 105 funds tracked by Wall St. Rank hold SMMV as of Q3 2020.

  • Ranch Capital Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Ranch Capital Advisors sold 286 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2020, an estimated $8K.
  • Ranch Capital Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2020 and held it in 1 quarter.
  • Ranch Capital Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $8K in Q2 2020.
  • 105 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2020.

Based on Ranch Capital Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.