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SPX Gestao de Recursos’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

SPX Gestao de Recursos’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
2017
Q1 		– Sell
-115,237
Closed -$7.96M – 36
2016
Q4 		$7.96M Buy
115,237
+337
+0.3% +$22.8K 3.97% 10
2016
Q3 		$7.75M Buy
+114,900
New +$7.78M 4.16% 6

Other funds holding QUAL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SPX Gestao de Recursos's QUAL Position: Q1 2017 in Review

SPX Gestao de Recursos sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2017, closing a stake of 115,237 shares — an estimated $7.96M sold.

SPX Gestao de Recursos first reported a position in QUAL in Q3 2016 and held it in 2 quarters. The position peaked at $7.96M in Q4 2016. 132 funds tracked by Wall St. Rank hold QUAL as of Q1 2017.

  • SPX Gestao de Recursos reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2017 after selling out during the quarter.
  • SPX Gestao de Recursos sold 115,237 iShares MSCI USA Quality Factor ETF shares in Q1 2017, an estimated $7.96M.
  • SPX Gestao de Recursos first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2016 and held it in 2 quarters.
  • SPX Gestao de Recursos's iShares MSCI USA Quality Factor ETF position peaked at $7.96M in Q4 2016.
  • 132 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2017.

Based on SPX Gestao de Recursos's 13F filing for Q1 2017, filed 8 Nov 2018.