SWK
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Stephen W. Kidder’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stephen W. Kidder’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
2016
Q3 		– Sell
-8,212
Closed -$379K – 101
2016
Q2 		$379K Hold
8,212
– – 0.15% 79
2016
Q1 		$361K Buy
+8,212
New +$342K 0.15% 78

Other funds holding USMV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stephen W. Kidder's USMV Position: Q3 2016 in Review

Stephen W. Kidder sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2016, closing a stake of 8,212 shares — an estimated $379K sold.

Stephen W. Kidder first reported a position in USMV in Q1 2016 and held it in 2 quarters. The position peaked at $379K in Q2 2016. 313 funds tracked by Wall St. Rank hold USMV as of Q3 2016.

  • Stephen W. Kidder reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2016 after selling out during the quarter.
  • Stephen W. Kidder sold 8,212 iShares MSCI USA Min Vol Factor ETF shares in Q3 2016, an estimated $379K.
  • Stephen W. Kidder first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 2 quarters.
  • Stephen W. Kidder's iShares MSCI USA Min Vol Factor ETF position peaked at $379K in Q2 2016.
  • 313 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2016.

Based on Stephen W. Kidder's 13F filing for Q3 2016, filed 16 Nov 2016.