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Robertson Stephens Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Robertson Stephens Advisors’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
2017
Q3 		$452K Sell
8,970
-1,516
-14% -$75.6K 0.39% 46
2017
Q2 		$513K Sell
10,486
-6,702
-39% -$326K 0.46% 42
2017
Q1 		$820K Sell
17,188
-6,277
-27% -$294K 0.73% 36
2016
Q4 		$1.06M Buy
+23,465
New +$1.05M 0.6% 46

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Robertson Stephens Advisors's USMV Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q3 2017, selling an estimated $75.6K and leaving 8,970 shares worth $452K. The position accounts for 0.39% of the portfolio, ranked #46.

Robertson Stephens Advisors first reported a position in USMV in Q4 2016 and has held it in 4 quarters since. The position peaked at $1.06M in Q4 2016. 367 funds tracked by Wall St. Rank hold USMV as of Q3 2017.

  • Robertson Stephens Advisors held 8,970 shares of iShares MSCI USA Min Vol Factor ETF worth $452K as of Q3 2017.
  • Robertson Stephens Advisors sold 1,516 iShares MSCI USA Min Vol Factor ETF shares in Q3 2017, an estimated $75.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.39% of Robertson Stephens Advisors's portfolio in Q3 2017, its #46 holding.
  • Robertson Stephens Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.06M in Q4 2016.
  • 367 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.