Suntrust Banks’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Suntrust Banks’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
2019 Q3	$11.5M	Buy	179,064 +39,484	+28%	+$2.5M	0.06%	230
2019 Q2	$8.62M	Buy	139,580 +8,470	+6%	+$508K	0.04%	263
2019 Q1	$7.71M	Buy	131,110 +13,844	+12%	+$775K	0.04%	276
2018 Q4	$6.14M	Buy	117,266 +3,447	+3%	+$189K	0.04%	283
2018 Q3	$6.49M	Buy	113,819 +1,857	+2%	+$103K	0.03%	287
2018 Q2	$5.95M	Sell	111,962 -73,649	-40%	-$3.87M	0.03%	293
2018 Q1	$9.64M	Buy	185,611 +22,119	+14%	+$1.17M	0.05%	231
2017 Q4	$8.63M	Buy	163,492 +32,478	+25%	+$1.69M	0.05%	229
2017 Q3	$6.59M	Buy	131,014 +22,573	+21%	+$1.13M	0.04%	256
2017 Q2	$5.31M	Buy	108,441 +5,518	+5%	+$269K	0.03%	282
2017 Q1	$4.91M	Buy	102,923 +40,178	+64%	+$1.88M	0.03%	287
2016 Q4	$2.84M	Buy	62,745 +29,355	+88%	+$1.31M	0.02%	433
2016 Q3	$1.52M	Buy	33,390 +6,422	+24%	+$297K	0.01%	645
2016 Q2	$1.25M	Buy	26,968 +8,049	+43%	+$357K	0.01%	657
2016 Q1	$831K	Buy	+18,919	New	+$787K	0.01%	759

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Suntrust Banks's USMV Position: Q3 2019 in Review

Suntrust Banks increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 28% in Q3 2019, buying an estimated $2.5M and bringing the position to 179,064 shares worth $11.5M. The position accounts for 0.06% of the portfolio, ranked #230.

Suntrust Banks first reported a position in USMV in Q1 2016 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

Suntrust Banks held 179,064 shares of iShares MSCI USA Min Vol Factor ETF worth $11.5M as of Q3 2019.
Suntrust Banks bought 39,484 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $2.5M.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Suntrust Banks's portfolio in Q3 2019, its #230 holding.
Suntrust Banks first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 15 quarters since.
766 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.