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Institutional & Family Asset Management’s iShares S&P 100 ETF OEF Stock Holding History

Institutional & Family Asset 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
2018
Q4 		– Sell
-65
Closed -$8K – 865
2018
Q3 		$8K Hold
65
– – ﹤0.01% 560
2018
Q2 		$8K Hold
65
– – ﹤0.01% 564
2018
Q1 		$8K Buy
+65
New +$7.88K ﹤0.01% 542

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Institutional & Family Asset Management's OEF Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of iShares S&P 100 ETF (OEF) in Q4 2018, closing a stake of 65 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in OEF in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 319 funds tracked by Wall St. Rank hold OEF as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining iShares S&P 100 ETF position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 65 iShares S&P 100 ETF shares in Q4 2018, an estimated $8K.
  • Institutional & Family Asset Management first reported a position in iShares S&P 100 ETF in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's iShares S&P 100 ETF position peaked at $8K in Q3 2018.
  • 319 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.