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Kavar Capital Partners Group’s iShares S&P 100 ETF OEF Stock Holding History

Kavar Capital Partners Group’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
2019
Q3 		– Sell
-43
Closed -$6K – 350
2019
Q2 		$6K Buy
+43
New +$5.5K ﹤0.01% 412

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
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Kavar Capital Partners Group's OEF Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of iShares S&P 100 ETF (OEF) in Q3 2019, closing a stake of 43 shares — an estimated $6K sold.

Kavar Capital Partners Group first reported a position in OEF in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 333 funds tracked by Wall St. Rank hold OEF as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining iShares S&P 100 ETF position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 43 iShares S&P 100 ETF shares in Q3 2019, an estimated $6K.
  • Kavar Capital Partners Group first reported a position in iShares S&P 100 ETF in Q2 2019 and held it in 1 quarter.
  • Kavar Capital Partners Group's iShares S&P 100 ETF position peaked at $6K in Q2 2019.
  • 333 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.