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

Allegis Investment Advisors’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
2016
Q1 		– Sell
-556
Closed -$26K – 552
2015
Q4 		$26K Buy
+556
New +$26.7K 0.01% 448

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCB
Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Allegis Investment Advisors's IVOO Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2016, closing a stake of 556 shares — an estimated $26K sold.

Allegis Investment Advisors first reported a position in IVOO in Q4 2015 and held it in 1 quarter. The position peaked at $26K in Q4 2015. 52 funds tracked by Wall St. Rank hold IVOO as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 556 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2016, an estimated $26K.
  • Allegis Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $26K in Q4 2015.
  • 52 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.