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Investment Partners’s iShares Global 100 ETF IOO Stock Holding History

Investment Partners’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
2015
Q2 		– Sell
-3,670
Closed -$141K – 113
2015
Q1 		$141K Buy
+3,670
New +$141K 0.16% 98

Other funds holding IOO

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investment Partners's IOO Position: Q2 2015 in Review

Investment Partners sold out of iShares Global 100 ETF (IOO) in Q2 2015, closing a stake of 3,670 shares — an estimated $141K sold.

Investment Partners first reported a position in IOO in Q1 2015 and held it in 1 quarter. The position peaked at $141K in Q1 2015. 93 funds tracked by Wall St. Rank hold IOO as of Q2 2015.

  • Investment Partners reported no remaining iShares Global 100 ETF position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 3,670 iShares Global 100 ETF shares in Q2 2015, an estimated $141K.
  • Investment Partners first reported a position in iShares Global 100 ETF in Q1 2015 and held it in 1 quarter.
  • Investment Partners's iShares Global 100 ETF position peaked at $141K in Q1 2015.
  • 93 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.