EIM
IVV icon

Emerson Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Emerson Investment 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
2014
Q4 		– Sell
-310
Closed -$61K – 173
2014
Q3 		$61K Buy
+310
New +$61.7K 0.01% 164

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Emerson Investment Management's IVV Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2014, closing a stake of 310 shares — an estimated $61K sold.

Emerson Investment Management first reported a position in IVV in Q3 2014 and held it in 1 quarter. The position peaked at $61K in Q3 2014. 802 funds tracked by Wall St. Rank hold IVV as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 310 iShares Core S&P 500 ETF shares in Q4 2014, an estimated $61K.
  • Emerson Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares Core S&P 500 ETF position peaked at $61K in Q3 2014.
  • 802 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.