Brandywine Global Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Brandywine Global Investment Management’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
2016 Q4	–	Sell	-252	Closed	-$55K	–	978
2016 Q3	$55K	Sell	252 -9	-3%	-$1.96K	﹤0.01%	804
2016 Q2	$55K	Hold	261	–	–	﹤0.01%	817
2016 Q1	$54K	Sell	261 -142	-35%	-$27.9K	﹤0.01%	842
2015 Q4	$83K	Buy	+403	New	+$83.2K	﹤0.01%	781

Other funds holding IVV

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

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

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

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brandywine Global Investment Management's IVV Position: Q4 2016 in Review

Brandywine Global Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2016, closing a stake of 252 shares — an estimated $55K sold.

Brandywine Global Investment Management first reported a position in IVV in Q4 2015 and held it in 4 quarters. The position peaked at $83K in Q4 2015. 1,067 funds tracked by Wall St. Rank hold IVV as of Q4 2016.

Brandywine Global Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2016 after selling out during the quarter.
Brandywine Global Investment Management sold 252 iShares Core S&P 500 ETF shares in Q4 2016, an estimated $55K.
Brandywine Global Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2015 and held it in 4 quarters.
Brandywine Global Investment Management's iShares Core S&P 500 ETF position peaked at $83K in Q4 2015.
1,067 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2016.

Based on Brandywine Global Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.