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Independent Portfolio Consultants’s iShares Global 100 ETF IOO Stock Holding History

Independent Portfolio Consultants’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6,320
Closed -$246K – 833
2014
Q1 		$246K Buy
+6,320
New +$240K 0.08% 404

Other funds holding IOO

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Independent Portfolio Consultants's IOO Position: Q2 2014 in Review

Independent Portfolio Consultants sold out of iShares Global 100 ETF (IOO) in Q2 2014, closing a stake of 6,320 shares — an estimated $246K sold.

Independent Portfolio Consultants first reported a position in IOO in Q1 2014 and held it in 1 quarter. The position peaked at $246K in Q1 2014. 91 funds tracked by Wall St. Rank hold IOO as of Q2 2014.

  • Independent Portfolio Consultants reported no remaining iShares Global 100 ETF position as of Q2 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 6,320 iShares Global 100 ETF shares in Q2 2014, an estimated $246K.
  • Independent Portfolio Consultants first reported a position in iShares Global 100 ETF in Q1 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's iShares Global 100 ETF position peaked at $246K in Q1 2014.
  • 91 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2014.

Based on Independent Portfolio Consultants's 13F filing for Q2 2014, filed 15 Aug 2014.