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Advantage Investment Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Advantage Investment Management’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-22,104
Closed -$1.12M – 861
2015
Q2 		$1.12M Buy
+22,104
New +$1.14M 0.54% 50

Other funds holding IVOO

TCB
Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advantage Investment Management's IVOO Position: Q3 2015 in Review

Advantage Investment Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2015, closing a stake of 22,104 shares — an estimated $1.12M sold.

Advantage Investment Management first reported a position in IVOO in Q2 2015 and held it in 1 quarter. The position peaked at $1.12M in Q2 2015. 49 funds tracked by Wall St. Rank hold IVOO as of Q3 2015.

  • Advantage Investment Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2015 after selling out during the quarter.
  • Advantage Investment Management sold 22,104 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2015, an estimated $1.12M.
  • Advantage Investment Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2015 and held it in 1 quarter.
  • Advantage Investment Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.12M in Q2 2015.
  • 49 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2015.

Based on Advantage Investment Management's 13F filing for Q3 2015, filed 27 Mar 2017.