AT Bancorp’s iShares Core S&P 500 ETF IVV Stock Holding History

AT Bancorp’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,821	Closed	-$489K	–	234
2017 Q4	$489K	Buy	+1,821	New	+$477K	0.05%	167

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AT Bancorp's IVV Position: Q1 2018 in Review

AT Bancorp sold out of iShares Core S&P 500 ETF (IVV) in Q1 2018, closing a stake of 1,821 shares — an estimated $489K sold.

AT Bancorp first reported a position in IVV in Q4 2017 and held it in 1 quarter. The position peaked at $489K in Q4 2017. 1,364 funds tracked by Wall St. Rank hold IVV as of Q1 2018.

AT Bancorp reported no remaining iShares Core S&P 500 ETF position as of Q1 2018 after selling out during the quarter.
AT Bancorp sold 1,821 iShares Core S&P 500 ETF shares in Q1 2018, an estimated $489K.
AT Bancorp first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 1 quarter.
AT Bancorp's iShares Core S&P 500 ETF position peaked at $489K in Q4 2017.
1,364 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2018.

Based on AT Bancorp's 13F filing for Q1 2018, filed 9 May 2018.