Sterling Financial Planning Inc. Has $375,000 Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Sterling Financial Planning Inc. lowered its position in iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report) by 3.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 2,552 shares of the company’s stock after selling 91 shares during the quarter. Sterling Financial Planning Inc.’s holdings in iShares MSCI USA Quality Factor ETF were worth $375,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in the company. Bank of Montreal Can raised its position in shares of iShares MSCI USA Quality Factor ETF by 16.3% in the first quarter. Bank of Montreal Can now owns 15,119 shares of the company’s stock valued at $2,064,000 after purchasing an additional 2,119 shares during the period. Blair William & Co. IL raised its position in shares of iShares MSCI USA Quality Factor ETF by 143.9% in the first quarter. Blair William & Co. IL now owns 10,830 shares of the company’s stock valued at $1,458,000 after purchasing an additional 6,389 shares during the period. Mather Group LLC. bought a new position in shares of iShares MSCI USA Quality Factor ETF in the first quarter valued at about $397,000. Prudential Financial Inc. raised its position in shares of iShares MSCI USA Quality Factor ETF by 8.4% in the first quarter. Prudential Financial Inc. now owns 49,277 shares of the company’s stock valued at $6,634,000 after purchasing an additional 3,812 shares during the period. Finally, AJ Wealth Strategies LLC increased its position in iShares MSCI USA Quality Factor ETF by 4.2% during the first quarter. AJ Wealth Strategies LLC now owns 465,618 shares of the company’s stock worth $62,686,000 after acquiring an additional 18,557 shares during the period.

iShares MSCI USA Quality Factor ETF Stock Performance

BATS:QUAL traded down $0.29 during mid-day trading on Thursday, reaching $156.92. 1,849,217 shares of the company’s stock were exchanged. iShares MSCI USA Quality Factor ETF has a one year low of $71.96 and a one year high of $88.63. The firm has a market capitalization of $41.06 billion, a PE ratio of 23.32 and a beta of 1.04. The business’s fifty day simple moving average is $160.97 and its two-hundred day simple moving average is $148.60.

iShares MSCI USA Quality Factor ETF Profile

(Free Report)

The iShares MSCI USA Quality Factor ETF (QUAL) is an exchange-traded fund that is based on the MSCI USA Sector Neutral Quality index. The fund tracks an index of US large- and mid-cap stocks, selected and weighted by high ROE, stable earnings growth and low debt\u002Fequity, relative to peers in each sector.

Further Reading

Want to see what other hedge funds are holding QUAL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report).

Institutional Ownership by Quarter for iShares MSCI USA Quality Factor ETF (BATS:QUAL)

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