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Hutchens Investment Management’s iShares S&P 100 ETF OEF Stock Holding History

Hutchens Investment Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-220
Closed -$20K – 129
2014
Q4 		$20K Buy
+220
New +$19.7K 0.02% 114

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

Hutchens Investment Management's OEF Position: Q1 2015 in Review

Hutchens Investment Management sold out of iShares S&P 100 ETF (OEF) in Q1 2015, closing a stake of 220 shares — an estimated $20K sold.

Hutchens Investment Management first reported a position in OEF in Q4 2014 and held it in 1 quarter. The position peaked at $20K in Q4 2014. 233 funds tracked by Wall St. Rank hold OEF as of Q1 2015.

  • Hutchens Investment Management reported no remaining iShares S&P 100 ETF position as of Q1 2015 after selling out during the quarter.
  • Hutchens Investment Management sold 220 iShares S&P 100 ETF shares in Q1 2015, an estimated $20K.
  • Hutchens Investment Management first reported a position in iShares S&P 100 ETF in Q4 2014 and held it in 1 quarter.
  • Hutchens Investment Management's iShares S&P 100 ETF position peaked at $20K in Q4 2014.
  • 233 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2015.

Based on Hutchens Investment Management's 13F filing for Q1 2015, filed 15 May 2015.