CIM
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Cetera Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Cetera 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
Q1 		– Sell
-1,512
Closed -$310K – 141
2015
Q4 		$310K Buy
+1,512
New +$312K 0.13% 128

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cetera Investment Management's IVV Position: Q1 2016 in Review

Cetera Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2016, closing a stake of 1,512 shares — an estimated $310K sold.

Cetera Investment Management first reported a position in IVV in Q4 2015 and held it in 1 quarter. The position peaked at $310K in Q4 2015. 903 funds tracked by Wall St. Rank hold IVV as of Q1 2016.

  • Cetera Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2016 after selling out during the quarter.
  • Cetera Investment Management sold 1,512 iShares Core S&P 500 ETF shares in Q1 2016, an estimated $310K.
  • Cetera Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2015 and held it in 1 quarter.
  • Cetera Investment Management's iShares Core S&P 500 ETF position peaked at $310K in Q4 2015.
  • 903 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2016.

Based on Cetera Investment Management's 13F filing for Q1 2016, filed 12 May 2016.