Advisor Consultant Network’s iShares S&P 100 ETF OEF Stock Holding History

Advisor Consultant Network’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$1.19M	Buy	+12,430	New	+$1.19M	0.17%	107

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Advisor Consultant Network's OEF Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in iShares S&P 100 ETF (OEF) in Q3 2016: 12,430 shares worth $1.19M. The stake represents 0.17% of the portfolio and ranks #107 among its holdings.

243 funds tracked by Wall St. Rank hold OEF as of Q3 2016.

Advisor Consultant Network held 12,430 shares of iShares S&P 100 ETF worth $1.19M as of Q3 2016.
iShares S&P 100 ETF was a new Advisor Consultant Network position in Q3 2016.
iShares S&P 100 ETF made up 0.17% of Advisor Consultant Network's portfolio in Q3 2016, its #107 holding.
243 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.