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Calton & Associates’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Calton & Associates’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
Q1 		– Sell
-2,000
Closed -$83K – 794
2017
Q4 		$83K Buy
+2,000
New +$77.9K 0.02% 526

Other funds holding ILCB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Calton & Associates's ILCB Position: Q1 2018 in Review

Calton & Associates sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2018, closing a stake of 2,000 shares — an estimated $83K sold.

Calton & Associates first reported a position in ILCB in Q4 2017 and held it in 1 quarter. The position peaked at $83K in Q4 2017. 96 funds tracked by Wall St. Rank hold ILCB as of Q1 2018.

  • Calton & Associates reported no remaining iShares Morningstar US Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,000 iShares Morningstar US Equity ETF shares in Q1 2018, an estimated $83K.
  • Calton & Associates first reported a position in iShares Morningstar US Equity ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Morningstar US Equity ETF position peaked at $83K in Q4 2017.
  • 96 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.