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Capital Advisors Ltd’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Capital Advisors Ltd’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
2019
Q3 		– Sell
-1,156
Closed -$48K – 429
2019
Q2 		$48K Buy
+1,156
New +$47.2K 0.01% 286

Other funds holding ILCB

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 $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Advisors Ltd's ILCB Position: Q3 2019 in Review

Capital Advisors Ltd sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2019, closing a stake of 1,156 shares — an estimated $48K sold.

Capital Advisors Ltd first reported a position in ILCB in Q2 2019 and held it in 1 quarter. The position peaked at $48K in Q2 2019. 109 funds tracked by Wall St. Rank hold ILCB as of Q3 2019.

  • Capital Advisors Ltd reported no remaining iShares Morningstar US Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,156 iShares Morningstar US Equity ETF shares in Q3 2019, an estimated $48K.
  • Capital Advisors Ltd first reported a position in iShares Morningstar US Equity ETF in Q2 2019 and held it in 1 quarter.
  • Capital Advisors Ltd's iShares Morningstar US Equity ETF position peaked at $48K in Q2 2019.
  • 109 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2019.

Based on Capital Advisors Ltd's 13F filing for Q3 2019, filed 23 Oct 2019.