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Valeo Financial Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Valeo Financial Advisors’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,245
Closed -$40K – 1673
2019
Q3 		$40K Buy
+1,245
New +$39.6K ﹤0.01% 673

Other funds holding LRGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's LRGF Position: Q4 2019 in Review

Valeo Financial Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q4 2019, closing a stake of 1,245 shares — an estimated $40K sold.

Valeo Financial Advisors first reported a position in LRGF in Q3 2019 and held it in 1 quarter. The position peaked at $40K in Q3 2019. 114 funds tracked by Wall St. Rank hold LRGF as of Q4 2019.

  • Valeo Financial Advisors reported no remaining iShares US Equity Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,245 iShares US Equity Factor ETF shares in Q4 2019, an estimated $40K.
  • Valeo Financial Advisors first reported a position in iShares US Equity Factor ETF in Q3 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares US Equity Factor ETF position peaked at $40K in Q3 2019.
  • 114 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.