First Heartland Consultants’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-14,048
Closed -$434K 263
2014
Q4
$434K Buy
+14,048
New +$421K 0.18% 153

Other funds holding ILCB

First Heartland Consultants's ILCB Position: Q1 2015 in Review

First Heartland Consultants sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2015, closing a stake of 14,048 shares — an estimated $434K sold.

First Heartland Consultants first reported a position in ILCB in Q4 2014 and held it in 1 quarter. The position peaked at $434K in Q4 2014. 63 funds tracked by Wall St. Rank hold ILCB as of Q1 2015.

  • First Heartland Consultants reported no remaining iShares Morningstar US Equity ETF position as of Q1 2015 after selling out during the quarter.
  • First Heartland Consultants sold 14,048 iShares Morningstar US Equity ETF shares in Q1 2015, an estimated $434K.
  • First Heartland Consultants first reported a position in iShares Morningstar US Equity ETF in Q4 2014 and held it in 1 quarter.
  • First Heartland Consultants's iShares Morningstar US Equity ETF position peaked at $434K in Q4 2014.
  • 63 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2015.

Based on First Heartland Consultants's 13F filing for Q1 2015, filed 24 Apr 2015.