RCG
MLRG

Ruggie Capital Group’s iShares MSCI USA ETF MLRG Stock Holding History

Ruggie Capital Group’s Portfolio MLRG Stock Details MLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-492
Closed -$18K – 289
2018
Q4 		$18K Buy
+492
New +$19.2K 0.01% 260

Other funds holding MLRG

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Ruggie Capital Group's MLRG Position: Q1 2019 in Review

Ruggie Capital Group sold out of iShares MSCI USA ETF (MLRG) in Q1 2019, closing a stake of 492 shares — an estimated $18K sold.

Ruggie Capital Group first reported a position in MLRG in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 100 funds tracked by Wall St. Rank hold MLRG as of Q1 2019.

  • Ruggie Capital Group reported no remaining iShares MSCI USA ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 492 iShares MSCI USA ETF shares in Q1 2019, an estimated $18K.
  • Ruggie Capital Group first reported a position in iShares MSCI USA ETF in Q4 2018 and held it in 1 quarter.
  • Ruggie Capital Group's iShares MSCI USA ETF position peaked at $18K in Q4 2018.
  • 100 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.