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

Beck Mack & Oliver’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
2015
Q4 		– Sell
-6,200
Closed -$272K – 306
2015
Q3 		$272K Buy
+6,200
New +$288K 0.01% 267

Other funds holding ITOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Beck Mack & Oliver's ITOT Position: Q4 2015 in Review

Beck Mack & Oliver sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2015, closing a stake of 6,200 shares — an estimated $272K sold.

Beck Mack & Oliver first reported a position in ITOT in Q3 2015 and held it in 1 quarter. The position peaked at $272K in Q3 2015. 159 funds tracked by Wall St. Rank hold ITOT as of Q4 2015.

  • Beck Mack & Oliver reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2015 after selling out during the quarter.
  • Beck Mack & Oliver sold 6,200 iShares Core S&P Total US Stock Market ETF shares in Q4 2015, an estimated $272K.
  • Beck Mack & Oliver first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2015 and held it in 1 quarter.
  • Beck Mack & Oliver's iShares Core S&P Total US Stock Market ETF position peaked at $272K in Q3 2015.
  • 159 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2015.

Based on Beck Mack & Oliver's 13F filing for Q4 2015, filed 1 Feb 2016.