FHC
ILCV icon

First Heartland Consultants’s iShares Morningstar Value ETF ILCV Stock Holding History

First Heartland Consultants’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-44
Closed -$2K – 290
2013
Q2 		$2K Buy
+44
New +$1.6K ﹤0.01% 391

Other funds holding ILCV

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Heartland Consultants's ILCV Position: Q3 2013 in Review

First Heartland Consultants sold out of iShares Morningstar Value ETF (ILCV) in Q3 2013, closing a stake of 44 shares — an estimated $2K sold.

First Heartland Consultants first reported a position in ILCV in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 46 funds tracked by Wall St. Rank hold ILCV as of Q3 2013.

  • First Heartland Consultants reported no remaining iShares Morningstar Value ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 44 iShares Morningstar Value ETF shares in Q3 2013, an estimated $2K.
  • First Heartland Consultants first reported a position in iShares Morningstar Value ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's iShares Morningstar Value ETF position peaked at $2K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.