Lloyd Advisory Services LLC. Raises Stock Position in iShares MSCI USA Quality Factor ETF $QUAL

Lloyd Advisory Services LLC. boosted its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 90.4% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 12,482 shares of the company’s stock after buying an additional 5,926 shares during the period. iShares MSCI USA Quality Factor ETF accounts for approximately 1.0% of Lloyd Advisory Services LLC.’s holdings, making the stock its 18th biggest position. Lloyd Advisory Services LLC.’s holdings in iShares MSCI USA Quality Factor ETF were worth $2,479,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Cabot Wealth Management Inc. increased its stake in iShares MSCI USA Quality Factor ETF by 8.7% in the 3rd quarter. Cabot Wealth Management Inc. now owns 42,044 shares of the company’s stock worth $8,177,000 after buying an additional 3,369 shares in the last quarter. Cassilly Financial Group LLC purchased a new stake in iShares MSCI USA Quality Factor ETF in the 4th quarter worth $1,348,000. MB Generational Wealth LLC purchased a new stake in iShares MSCI USA Quality Factor ETF in the 3rd quarter worth $16,103,000. Coldstream Capital Management Inc. increased its stake in iShares MSCI USA Quality Factor ETF by 132.4% in the 3rd quarter. Coldstream Capital Management Inc. now owns 1,044,546 shares of the company’s stock worth $203,164,000 after buying an additional 595,017 shares in the last quarter. Finally, Aspen Wealth Management LLC increased its stake in iShares MSCI USA Quality Factor ETF by 2.6% in the 4th quarter. Aspen Wealth Management LLC now owns 228,882 shares of the company’s stock worth $45,461,000 after buying an additional 5,878 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

Shares of QUAL stock opened at $214.38 on Friday. iShares MSCI USA Quality Factor ETF has a 52-week low of $173.00 and a 52-week high of $215.03. The firm has a market capitalization of $62.16 billion, a PE ratio of 25.59 and a beta of 1.05. The stock has a fifty day simple moving average of $201.97 and a two-hundred day simple moving average of $200.70.

iShares MSCI USA Quality Factor ETF Profile

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. QUAL was launched on Jul 18, 2013 and is managed by BlackRock.