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Beck Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Beck Capital Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-44,020
Closed -$2.1M – 112
2016
Q2 		$2.1M Sell
44,020
-9,304
-17% -$439K 1.34% 31
2016
Q1 		$2.49M Buy
+53,324
New +$2.35M 1.72% 25

Other funds holding ITOT

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Beck Capital Management's ITOT Position: Q3 2016 in Review

Beck Capital Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2016, closing a stake of 44,020 shares — an estimated $2.1M sold.

Beck Capital Management first reported a position in ITOT in Q1 2016 and held it in 2 quarters. The position peaked at $2.49M in Q1 2016. 214 funds tracked by Wall St. Rank hold ITOT as of Q3 2016.

  • Beck Capital Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2016 after selling out during the quarter.
  • Beck Capital Management sold 44,020 iShares Core S&P Total US Stock Market ETF shares in Q3 2016, an estimated $2.1M.
  • Beck Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2016 and held it in 2 quarters.
  • Beck Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.49M in Q1 2016.
  • 214 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2016.

Based on Beck Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.