WEC
MLRG

Winslow Evans & Crocker’s iShares MSCI USA ETF MLRG Stock Holding History

Winslow Evans & Crocker’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
-400
Closed -$18K – 1115
2018
Q3 		$18K Hold
400
– – 0.01% 682
2018
Q2 		$16K Hold
400
– – 0.01% 711
2018
Q1 		$15.3K Hold
400
– – 0.01% 699
2017
Q4 		$15.9K Hold
400
– – 0.01% 712
2017
Q3 		$15.1K Sell
400
-400
-50% -$14.9K 0.01% 729
2017
Q2 		$28.8K Buy
+800
New +$28.9K 0.01% 677

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

Winslow Evans & Crocker's MLRG Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of iShares MSCI USA ETF (MLRG) in Q4 2018, closing a stake of 400 shares — an estimated $18K sold.

Winslow Evans & Crocker first reported a position in MLRG in Q2 2017 and held it in 6 quarters. The position peaked at $28.8K in Q2 2017. 96 funds tracked by Wall St. Rank hold MLRG as of Q4 2018.

  • Winslow Evans & Crocker reported no remaining iShares MSCI USA ETF position as of Q4 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 400 iShares MSCI USA ETF shares in Q4 2018, an estimated $18K.
  • Winslow Evans & Crocker first reported a position in iShares MSCI USA ETF in Q2 2017 and held it in 6 quarters.
  • Winslow Evans & Crocker's iShares MSCI USA ETF position peaked at $28.8K in Q2 2017.
  • 96 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.