WPSG
MLRG

Wealth & Pension Services Group’s iShares MSCI USA ETF MLRG Stock Holding History

Wealth & Pension Services Group’s Portfolio MLRG Stock Details MLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18,296
Closed -$770K – 105
2018
Q3 		$770K Buy
+18,296
New +$748K 0.77% 36

Other funds holding MLRG

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth & Pension Services Group's MLRG Position: Q4 2018 in Review

Wealth & Pension Services Group sold out of iShares MSCI USA ETF (MLRG) in Q4 2018, closing a stake of 18,296 shares — an estimated $770K sold.

Wealth & Pension Services Group first reported a position in MLRG in Q3 2018 and held it in 1 quarter. The position peaked at $770K in Q3 2018. 96 funds tracked by Wall St. Rank hold MLRG as of Q4 2018.

  • Wealth & Pension Services Group reported no remaining iShares MSCI USA ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 18,296 iShares MSCI USA ETF shares in Q4 2018, an estimated $770K.
  • Wealth & Pension Services Group first reported a position in iShares MSCI USA ETF in Q3 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's iShares MSCI USA ETF position peaked at $770K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2018.

Based on Wealth & Pension Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.