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Cutler Investment Counsel’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Cutler Investment Counsel’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,168
Closed -$208K – 76
2016
Q2 		$208K Hold
2,168
– – 0.06% 68
2016
Q1 		$204K Buy
+2,168
New +$97.4K 0.06% 71

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCB
Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cutler Investment Counsel's IVOO Position: Q3 2016 in Review

Cutler Investment Counsel sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2016, closing a stake of 2,168 shares — an estimated $208K sold.

Cutler Investment Counsel first reported a position in IVOO in Q1 2016 and held it in 2 quarters. The position peaked at $208K in Q2 2016. 68 funds tracked by Wall St. Rank hold IVOO as of Q3 2016.

  • Cutler Investment Counsel reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2016 after selling out during the quarter.
  • Cutler Investment Counsel sold 2,168 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2016, an estimated $208K.
  • Cutler Investment Counsel first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2016 and held it in 2 quarters.
  • Cutler Investment Counsel's Vanguard S&P Mid-Cap 400 ETF position peaked at $208K in Q2 2016.
  • 68 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2016.

Based on Cutler Investment Counsel's 13F filing for Q3 2016, filed 29 Nov 2016.