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Sequoia Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sequoia Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,289
Closed -$306K – 41
2019
Q3 		$306K Buy
+3,289
New +$303K 0.63% 41

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sequoia Wealth Management's QUAL Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2019, closing a stake of 3,289 shares — an estimated $306K sold.

Sequoia Wealth Management first reported a position in QUAL in Q3 2019 and held it in 1 quarter. The position peaked at $306K in Q3 2019. 540 funds tracked by Wall St. Rank hold QUAL as of Q4 2019.

  • Sequoia Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 3,289 iShares MSCI USA Quality Factor ETF shares in Q4 2019, an estimated $306K.
  • Sequoia Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and held it in 1 quarter.
  • Sequoia Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $306K in Q3 2019.
  • 540 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.