CGT
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Capital Guardian Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Capital Guardian Trust’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
2018
Q4 		– Sell
-779
Closed -$228K – 361
2018
Q3 		$228K Buy
+779
New +$223K ﹤0.01% 228

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Northwestern Mutual Wealth Management
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Envestnet Asset Management
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PPA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Guardian Trust's IVV Position: Q4 2018 in Review

Capital Guardian Trust sold out of iShares Core S&P 500 ETF (IVV) in Q4 2018, closing a stake of 779 shares — an estimated $228K sold.

Capital Guardian Trust first reported a position in IVV in Q3 2018 and held it in 1 quarter. The position peaked at $228K in Q3 2018. 1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

  • Capital Guardian Trust reported no remaining iShares Core S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
  • Capital Guardian Trust sold 779 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $228K.
  • Capital Guardian Trust first reported a position in iShares Core S&P 500 ETF in Q3 2018 and held it in 1 quarter.
  • Capital Guardian Trust's iShares Core S&P 500 ETF position peaked at $228K in Q3 2018.
  • 1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.