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Strategic Blueprint’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Strategic Blueprint’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-32
Closed -$1K – 400
2019
Q3 		$1K Buy
+32
New +$933 ﹤0.01% 431

Other funds holding USMC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Blueprint's USMC Position: Q4 2019 in Review

Strategic Blueprint sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2019, closing a stake of 32 shares — an estimated $1K sold.

Strategic Blueprint first reported a position in USMC in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 20 funds tracked by Wall St. Rank hold USMC as of Q4 2019.

  • Strategic Blueprint reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Blueprint sold 32 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2019, an estimated $1K.
  • Strategic Blueprint first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Blueprint's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $1K in Q3 2019.
  • 20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2019.

Based on Strategic Blueprint's 13F filing for Q4 2019, filed 10 Jan 2020.