Keel Point Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Keel Point Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$310K	Buy	+1,499	New	+$303K	0.25%	47

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Keel Point Advisors's IVV Position: Q4 2014 in Review

Keel Point Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2014: 1,499 shares worth $310K. The stake represents 0.25% of the portfolio and ranks #47 among its holdings.

802 funds tracked by Wall St. Rank hold IVV as of Q4 2014.

Keel Point Advisors held 1,499 shares of iShares Core S&P 500 ETF worth $310K as of Q4 2014.
iShares Core S&P 500 ETF was a new Keel Point Advisors position in Q4 2014.
iShares Core S&P 500 ETF made up 0.25% of Keel Point Advisors's portfolio in Q4 2014, its #47 holding.
802 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.