East Coast Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

East Coast Asset 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
2018 Q1	–	Sell	-3,008	Closed	-$231K	–	81
2017 Q4	$231K	Sell	3,008 -117	-4%	-$30.6K	0.06%	87
2017 Q3	$232K	Sell	3,125 -43	-1%	-$10.7K	0.06%	94
2017 Q2	$222K	Buy	+3,168	New	+$764K	0.06%	94
2013 Q3	–	Sell	-936	Closed	-$151K	–	224
2013 Q2	$151K	Buy	+936	New	+$152K	0.08%	151

Other funds holding IVV

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

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

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

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

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

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

PPA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

East Coast Asset Management's IVV Position: Q1 2018 in Review

East Coast Asset Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2018, closing a stake of 3,008 shares — an estimated $231K sold.

East Coast Asset Management first reported a position in IVV in Q2 2013 and held it in 4 quarters. The position peaked at $232K in Q3 2017. 1,364 funds tracked by Wall St. Rank hold IVV as of Q1 2018.

East Coast Asset Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2018 after selling out during the quarter.
East Coast Asset Management sold 3,008 iShares Core S&P 500 ETF shares in Q1 2018, an estimated $231K.
East Coast Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and held it in 4 quarters.
East Coast Asset Management's iShares Core S&P 500 ETF position peaked at $232K in Q3 2017.
1,364 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2018.

Based on East Coast Asset Management's 13F filing for Q1 2018, filed 15 May 2018.