Godshalk Welsh Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Godshalk Welsh Capital 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
2015 Q1	–	Sell	-83	Closed	-$17K	–	188
2014 Q4	$17K	Buy	+83	New	+$16.8K	0.02%	245

Other funds holding IVV

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

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

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

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

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Godshalk Welsh Capital Management's IVV Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2015, closing a stake of 83 shares — an estimated $17K sold.

Godshalk Welsh Capital Management first reported a position in IVV in Q4 2014 and held it in 1 quarter. The position peaked at $17K in Q4 2014. 792 funds tracked by Wall St. Rank hold IVV as of Q1 2015.

Godshalk Welsh Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2015 after selling out during the quarter.
Godshalk Welsh Capital Management sold 83 iShares Core S&P 500 ETF shares in Q1 2015, an estimated $17K.
Godshalk Welsh Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2014 and held it in 1 quarter.
Godshalk Welsh Capital Management's iShares Core S&P 500 ETF position peaked at $17K in Q4 2014.
792 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.