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Sonora Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sonora Investment 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
2020
Q3 		– Sell
-48
Closed -$5K – 1858
2020
Q2 		$5K Buy
+48
New +$4.41K ﹤0.01% 1367
2016
Q2 		– Sell
-82
Closed -$5.45K – 916
2016
Q1 		$5.45K Buy
+82
New +$5.11K ﹤0.01% 716

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sonora Investment Management's QUAL Position: Q3 2020 in Review

Sonora Investment Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2020, closing a stake of 48 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in QUAL in Q1 2016 and held it in 2 quarters. The position peaked at $5.45K in Q1 2016. 568 funds tracked by Wall St. Rank hold QUAL as of Q3 2020.

  • Sonora Investment Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 48 iShares MSCI USA Quality Factor ETF shares in Q3 2020, an estimated $5K.
  • Sonora Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2016 and held it in 2 quarters.
  • Sonora Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $5.45K in Q1 2016.
  • 568 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.