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Shikiar Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Shikiar Asset Management’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 		– Sell
-6,499
Closed -$318K – 114
2017
Q2 		$318K Buy
+6,499
New +$317K 0.14% 79

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

Shikiar Asset Management's USMV Position: Q3 2017 in Review

Shikiar Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2017, closing a stake of 6,499 shares — an estimated $318K sold.

Shikiar Asset Management first reported a position in USMV in Q2 2017 and held it in 1 quarter. The position peaked at $318K in Q2 2017. 368 funds tracked by Wall St. Rank hold USMV as of Q3 2017.

  • Shikiar Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2017 after selling out during the quarter.
  • Shikiar Asset Management sold 6,499 iShares MSCI USA Min Vol Factor ETF shares in Q3 2017, an estimated $318K.
  • Shikiar Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and held it in 1 quarter.
  • Shikiar Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $318K in Q2 2017.
  • 368 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2017.

Based on Shikiar Asset Management's 13F filing for Q3 2017, filed 20 Oct 2017.