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Investment Centers of America’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Investment Centers of America’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,488
Closed -$754K – 239
2017
Q3 		$754K Buy
12,488
+640
+5% +$37.6K 0.06% 267
2017
Q2 		$695K Sell
11,848
-56
-0.5% -$3.27K 0.05% 290
2017
Q1 		$688K Sell
11,904
-528
-4% -$30.3K 0.05% 306
2016
Q4 		$691K Buy
12,432
+32
+0.3% +$1.71K 0.06% 280
2016
Q3 		$647K Buy
12,400
+976
+9% +$50.9K 0.07% 255
2016
Q2 		$573K Buy
11,424
+264
+2% +$13K 0.06% 256
2016
Q1 		$542K Buy
11,160
+736
+7% +$33.1K 0.06% 263
2015
Q4 		$490K Buy
10,424
+800
+8% +$38.4K 0.06% 256
2015
Q3 		$443K Buy
9,624
+1,706
+22% +$83.8K 0.07% 258
2015
Q2 		$400K Buy
7,918
+210
+3% +$10.8K 0.06% 278
2015
Q1 		$395K Buy
7,708
+530
+7% +$26.4K 0.06% 304
2014
Q4 		$351K Buy
7,178
+578
+9% +$27.5K 0.08% 262
2014
Q3 		$308K Buy
6,600
+1,904
+41% +$90.7K 0.05% 300
2014
Q2 		$228K Buy
+4,696
New +$217K 0.05% 290

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Investment Centers of America's IVOO Position: Q4 2017 in Review

Investment Centers of America sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2017, closing a stake of 12,488 shares — an estimated $754K sold.

Investment Centers of America first reported a position in IVOO in Q2 2014 and held it in 14 quarters. The position peaked at $754K in Q3 2017. 87 funds tracked by Wall St. Rank hold IVOO as of Q4 2017.

  • Investment Centers of America reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 12,488 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2017, an estimated $754K.
  • Investment Centers of America first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2014 and held it in 14 quarters.
  • Investment Centers of America's Vanguard S&P Mid-Cap 400 ETF position peaked at $754K in Q3 2017.
  • 87 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.