Perigon Wealth Management LLC Raises Stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Perigon Wealth Management LLC increased its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 12.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 145,705 shares of the company’s stock after buying an additional 15,742 shares during the quarter. iShares MSCI USA Quality Factor ETF comprises approximately 0.6% of Perigon Wealth Management LLC’s investment portfolio, making the stock its 27th largest holding. Perigon Wealth Management LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $26,150,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Hutchens & Kramer Investment Management Group LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 3.0% in the fourth quarter. Hutchens & Kramer Investment Management Group LLC now owns 10,811 shares of the company’s stock worth $1,925,000 after acquiring an additional 319 shares during the period. W Advisors LLC boosted its holdings in iShares MSCI USA Quality Factor ETF by 9.4% in the fourth quarter. W Advisors LLC now owns 13,073 shares of the company’s stock valued at $2,328,000 after purchasing an additional 1,125 shares during the last quarter. Warner Financial Inc. grew its position in iShares MSCI USA Quality Factor ETF by 17.0% during the 4th quarter. Warner Financial Inc. now owns 27,840 shares of the company’s stock worth $4,958,000 after purchasing an additional 4,038 shares during the period. Cascade Investment Advisors Inc. purchased a new position in shares of iShares MSCI USA Quality Factor ETF during the 4th quarter valued at about $293,000. Finally, Sheridan Capital Management LLC lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 0.6% in the 4th quarter. Sheridan Capital Management LLC now owns 11,532 shares of the company’s stock valued at $2,054,000 after buying an additional 66 shares during the period.

iShares MSCI USA Quality Factor ETF Stock Up 3.3 %

Shares of QUAL opened at $182.51 on Tuesday. The company has a market capitalization of $48.16 billion, a price-to-earnings ratio of 23.03 and a beta of 1.03. iShares MSCI USA Quality Factor ETF has a 52 week low of $71.96 and a 52 week high of $88.63. The stock’s 50-day moving average price is $181.80 and its 200-day moving average price is $178.16.

iShares MSCI USA Quality Factor ETF Company 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.