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Clough Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Clough Capital Partners’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
Q3 		– Sell
-3,550
Closed -$969K – 151
2018
Q2 		$969K Buy
+3,550
New +$966K 0.09% 90
2017
Q4 		– Sell
-1,400
Closed -$354K – 141
2017
Q3 		$354K Buy
+1,400
New +$348K 0.02% 101

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clough Capital Partners's IVV Position: Q3 2018 in Review

Clough Capital Partners sold out of iShares Core S&P 500 ETF (IVV) in Q3 2018, closing a stake of 3,550 shares — an estimated $969K sold.

Clough Capital Partners first reported a position in IVV in Q3 2017 and held it in 2 quarters. The position peaked at $969K in Q2 2018. 1,436 funds tracked by Wall St. Rank hold IVV as of Q3 2018.

  • Clough Capital Partners reported no remaining iShares Core S&P 500 ETF position as of Q3 2018 after selling out during the quarter.
  • Clough Capital Partners sold 3,550 iShares Core S&P 500 ETF shares in Q3 2018, an estimated $969K.
  • Clough Capital Partners first reported a position in iShares Core S&P 500 ETF in Q3 2017 and held it in 2 quarters.
  • Clough Capital Partners's iShares Core S&P 500 ETF position peaked at $969K in Q2 2018.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2018.

Based on Clough Capital Partners's 13F filing for Q3 2018, filed 14 Nov 2018.