GWM
ILCB icon

Greenwich Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Greenwich Wealth Management’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-282,828
Closed -$9.38M – 197
2016
Q4 		$9.38M Buy
282,828
+480
+0.2% +$15.6K 1.18% 11
2016
Q3 		$9.05M Buy
282,348
+19,732
+8% +$629K 1.6% 10
2016
Q2 		$8.06M Buy
262,616
+22,464
+9% +$679K 1.95% 10
2016
Q1 		$7.15M Buy
+240,152
New +$6.82M 1.85% 11

Other funds holding ILCB

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Greenwich Wealth Management's ILCB Position: Q1 2017 in Review

Greenwich Wealth Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2017, closing a stake of 282,828 shares — an estimated $9.38M sold.

Greenwich Wealth Management first reported a position in ILCB in Q1 2016 and held it in 4 quarters. The position peaked at $9.38M in Q4 2016. 68 funds tracked by Wall St. Rank hold ILCB as of Q1 2017.

  • Greenwich Wealth Management reported no remaining iShares Morningstar US Equity ETF position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 282,828 iShares Morningstar US Equity ETF shares in Q1 2017, an estimated $9.38M.
  • Greenwich Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q1 2016 and held it in 4 quarters.
  • Greenwich Wealth Management's iShares Morningstar US Equity ETF position peaked at $9.38M in Q4 2016.
  • 68 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.