Chevy Chase Trust
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Chevy Chase Trust’s Amplify Online Retail ETF IBUY Stock Holding History

Chevy Chase Trust’s Portfolio IBUY Stock Details IBUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,867
Closed -$396K – 675
2018
Q4 		$396K Buy
+9,867
New +$434K ﹤0.01% 616

Other funds holding IBUY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Chevy Chase Trust's IBUY Position: Q1 2019 in Review

Chevy Chase Trust sold out of Amplify Online Retail ETF (IBUY) in Q1 2019, closing a stake of 9,867 shares — an estimated $396K sold.

Chevy Chase Trust first reported a position in IBUY in Q4 2018 and held it in 1 quarter. The position peaked at $396K in Q4 2018. 63 funds tracked by Wall St. Rank hold IBUY as of Q1 2019.

  • Chevy Chase Trust reported no remaining Amplify Online Retail ETF position as of Q1 2019 after selling out during the quarter.
  • Chevy Chase Trust sold 9,867 Amplify Online Retail ETF shares in Q1 2019, an estimated $396K.
  • Chevy Chase Trust first reported a position in Amplify Online Retail ETF in Q4 2018 and held it in 1 quarter.
  • Chevy Chase Trust's Amplify Online Retail ETF position peaked at $396K in Q4 2018.
  • 63 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2019.

Based on Chevy Chase Trust's 13F filing for Q1 2019, filed 13 May 2019.