SG Americas Securities
SMLF icon

SG Americas Securities’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

SG Americas Securities’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,371
Closed -$103K – 3292
2018
Q3 		$103K Buy
+2,371
New +$104K ﹤0.01% 2861

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SG Americas Securities's SMLF Position: Q4 2018 in Review

SG Americas Securities sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2018, closing a stake of 2,371 shares — an estimated $103K sold.

SG Americas Securities first reported a position in SMLF in Q3 2018 and held it in 1 quarter. The position peaked at $103K in Q3 2018. 53 funds tracked by Wall St. Rank hold SMLF as of Q4 2018.

  • SG Americas Securities reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2018 after selling out during the quarter.
  • SG Americas Securities sold 2,371 iShares US Small Cap Equity Factor ETF shares in Q4 2018, an estimated $103K.
  • SG Americas Securities first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2018 and held it in 1 quarter.
  • SG Americas Securities's iShares US Small Cap Equity Factor ETF position peaked at $103K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2018.

Based on SG Americas Securities's 13F filing for Q4 2018, filed 1 Feb 2019.