Julex Capital Management, LLC USMV Holdings History
Number of Shares
94,360.00
Current Holdings Value*
$6.04 Mil
% of Portfolio
14.37%
Total Estimate Gain
$2.87 Mil
% of Total Estimate Gain
48.04%
Julex Capital Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2019-09-30, Julex Capital Management, LLC held 94,360.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $6.04 Mil. This investment constitutes 14.37% of their stock portfolio, and Julex Capital Management, LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q3. And since then Julex Capital Management, LLC has made 1 purchases of USMV, at an average price of $63.36, for a total of 94,360.00 shares. Based on historical transaction data and USMV's current price of $93.80, Julex Capital Management, LLC's estimated gain on his USMV holdings is $2.87 Mil, reflecting a 48.04% gain to date.
Julex Capital Management, LLC USMV ($93.80) Holding Chart
Julex Capital Management, LLC USMV ($93.80) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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