XS
CSML

XML Securities’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

XML Securities’s Portfolio CSML Stock Details CSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$1.64M Buy
60,161
+2,700
+5% +$76.2K 2.04% 15
2017
Q4 		$1.61M Buy
+57,461
New +$1.59M 2.07% 18

Other funds holding CSML

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

XML Securities's CSML Position: Q1 2018 in Review

XML Securities increased its IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) stake by 4.7% in Q1 2018, buying an estimated $76.2K and bringing the position to 60,161 shares worth $1.64M. The position accounts for 2.04% of the portfolio, ranked #15.

XML Securities first reported a position in CSML in Q4 2017 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold CSML as of Q1 2018.

  • XML Securities held 60,161 shares of IndexIQ ETF Trust IQ U.S. Small Cap ETF worth $1.64M as of Q1 2018.
  • XML Securities bought 2,700 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q1 2018, an estimated $76.2K.
  • IndexIQ ETF Trust IQ U.S. Small Cap ETF made up 2.04% of XML Securities's portfolio in Q1 2018, its #15 holding.
  • XML Securities first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2017 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.