UWM
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USAdvisors Wealth Management’s Microvision MVIS Stock Holding History

USAdvisors Wealth Management’s Portfolio MVIS Stock Details MVIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-19,275
Closed -$21K – 71
2018
Q2 		$21K Sell
19,275
-4,100
-18% -$5.43K 0.02% 68
2018
Q1 		$26K Sell
23,375
-7,295
-24% -$9.15K 0.02% 59
2017
Q4 		$50K Buy
+30,670
New +$59K 0.04% 64

Other funds holding MVIS

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FA
Friess Associates Greenville, Delaware $59.9M AUM 3.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

USAdvisors Wealth Management's MVIS Position: Q3 2018 in Review

USAdvisors Wealth Management sold out of Microvision (MVIS) in Q3 2018, closing a stake of 19,275 shares — an estimated $21K sold.

USAdvisors Wealth Management first reported a position in MVIS in Q4 2017 and held it in 3 quarters. The position peaked at $50K in Q4 2017. 59 funds tracked by Wall St. Rank hold MVIS as of Q3 2018.

  • USAdvisors Wealth Management reported no remaining Microvision position as of Q3 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 19,275 Microvision shares in Q3 2018, an estimated $21K.
  • USAdvisors Wealth Management first reported a position in Microvision in Q4 2017 and held it in 3 quarters.
  • USAdvisors Wealth Management's Microvision position peaked at $50K in Q4 2017.
  • 59 funds tracked by Wall St. Rank held Microvision as of Q3 2018.

Based on USAdvisors Wealth Management's 13F filing for Q3 2018, filed 25 Oct 2018.