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Stancorp Investment Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$305K Buy
7,382
+159
+2% +$6.55K 0.14% 142
2014
Q4 		$292K Buy
+7,223
New +$284K 0.13% 143

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stancorp Investment Advisers's USMV Position: Q1 2015 in Review

Stancorp Investment Advisers increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.2% in Q1 2015, buying an estimated $6.55K and bringing the position to 7,382 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #142.

Stancorp Investment Advisers first reported a position in USMV in Q4 2014 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold USMV as of Q1 2015.

  • Stancorp Investment Advisers held 7,382 shares of iShares MSCI USA Min Vol Factor ETF worth $305K as of Q1 2015.
  • Stancorp Investment Advisers bought 159 iShares MSCI USA Min Vol Factor ETF shares in Q1 2015, an estimated $6.55K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.14% of Stancorp Investment Advisers's portfolio in Q1 2015, its #142 holding.
  • Stancorp Investment Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2014 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.