Cue Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Cue Advisory Services’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	-2,177	Closed	-$637K	–	69
2018 Q3	$637K	Hold	2,177	–	–	0.38%	91
2018 Q2	$594K	Sell	2,177 -20	-0.9%	-$5.44K	0.36%	102
2018 Q1	$583K	Buy	2,197 +330	+18%	+$90.8K	0.38%	99
2017 Q4	$502K	Buy	+1,867	New	+$489K	0.33%	108

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cue Advisory Services's IVV Position: Q4 2018 in Review

Cue Advisory Services sold out of iShares Core S&P 500 ETF (IVV) in Q4 2018, closing a stake of 2,177 shares — an estimated $637K sold.

Cue Advisory Services first reported a position in IVV in Q4 2017 and held it in 4 quarters. The position peaked at $637K in Q3 2018. 1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

Cue Advisory Services reported no remaining iShares Core S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
Cue Advisory Services sold 2,177 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $637K.
Cue Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 4 quarters.
Cue Advisory Services's iShares Core S&P 500 ETF position peaked at $637K in Q3 2018.
1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.