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Calton & Associates’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Calton & Associates’s Portfolio IPAC Stock Details IPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,862
Closed -$308K – 807
2017
Q4 		$308K Buy
+4,862
New +$286K 0.08% 235

Other funds holding IPAC

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Calton & Associates sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2018, closing a stake of 4,862 shares — an estimated $308K sold.

Calton & Associates first reported a position in IPAC in Q4 2017 and held it in 1 quarter. The position peaked at $308K in Q4 2017. 68 funds tracked by Wall St. Rank hold IPAC as of Q1 2018.

  • Calton & Associates reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 4,862 iShares Core MSCI Pacific ETF shares in Q1 2018, an estimated $308K.
  • Calton & Associates first reported a position in iShares Core MSCI Pacific ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Core MSCI Pacific ETF position peaked at $308K in Q4 2017.
  • 68 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2018.

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