Aldebaran Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aldebaran Financial’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-7,520	Closed	-$229K	–	100
2016 Q3	$229K	Hold	7,520	–	–	0.18%	89
2016 Q2	$224K	Hold	7,520	–	–	0.18%	94
2016 Q1	$218K	Hold	7,520	–	–	0.19%	92
2015 Q4	$214K	Hold	7,520	–	–	0.2%	91
2015 Q3	$203K	Hold	7,520	–	–	0.19%	95
2015 Q2	$214K	Hold	7,520	–	–	0.18%	99
2015 Q1	$214K	Hold	7,520	–	–	0.18%	103
2014 Q4	$210K	Hold	7,520	–	–	0.18%	104
2014 Q3	$201K	Buy	+7,520	New	+$200K	0.18%	107

Other funds holding IVW

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

SIM

Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

Aldebaran Financial's IVW Position: Q4 2016 in Review

Aldebaran Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2016, closing a stake of 7,520 shares — an estimated $229K sold.

Aldebaran Financial first reported a position in IVW in Q3 2014 and held it in 9 quarters. The position peaked at $229K in Q3 2016. 550 funds tracked by Wall St. Rank hold IVW as of Q4 2016.

Aldebaran Financial reported no remaining iShares S&P 500 Growth ETF position as of Q4 2016 after selling out during the quarter.
Aldebaran Financial sold 7,520 iShares S&P 500 Growth ETF shares in Q4 2016, an estimated $229K.
Aldebaran Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and held it in 9 quarters.
Aldebaran Financial's iShares S&P 500 Growth ETF position peaked at $229K in Q3 2016.
550 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2016.

Based on Aldebaran Financial's 13F filing for Q4 2016, filed 23 Mar 2017.