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Ausdal Financial Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Ausdal Financial Partners’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,756
Closed -$284K – 320
2018
Q3 		$284K Hold
6,756
– – 0.08% 289
2018
Q2 		$260K Hold
6,756
– – 0.08% 305
2018
Q1 		$259K Sell
6,756
-544
-7% -$21.8K 0.09% 280
2017
Q4 		$290K Sell
7,300
-1,024
-12% -$39.9K 0.1% 258
2017
Q3 		$314K Buy
8,324
+1,860
+29% +$69.2K 0.12% 217
2017
Q2 		$237K Buy
6,464
+160
+3% +$5.79K 0.1% 257
2017
Q1 		$224K Sell
6,304
-440
-7% -$15.3K 0.1% 242
2016
Q4 		$224K Buy
6,744
+400
+6% +$13K 0.11% 221
2016
Q3 		$203K Sell
6,344
-600
-9% -$19.1K 0.1% 229
2016
Q2 		$213K Sell
6,944
-284
-4% -$8.59K 0.11% 215
2016
Q1 		$215K Buy
7,228
+1,048
+17% +$29.8K 0.12% 193
2015
Q4 		$184K Buy
+6,180
New +$185K 0.09% 219

Other funds holding ILCB

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ausdal Financial Partners's ILCB Position: Q4 2018 in Review

Ausdal Financial Partners sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2018, closing a stake of 6,756 shares — an estimated $284K sold.

Ausdal Financial Partners first reported a position in ILCB in Q4 2015 and held it in 12 quarters. The position peaked at $314K in Q3 2017. 96 funds tracked by Wall St. Rank hold ILCB as of Q4 2018.

  • Ausdal Financial Partners reported no remaining iShares Morningstar US Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 6,756 iShares Morningstar US Equity ETF shares in Q4 2018, an estimated $284K.
  • Ausdal Financial Partners first reported a position in iShares Morningstar US Equity ETF in Q4 2015 and held it in 12 quarters.
  • Ausdal Financial Partners's iShares Morningstar US Equity ETF position peaked at $314K in Q3 2017.
  • 96 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.