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King Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

King Investment 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
Q2 		– Sell
-1,266
Closed -$238K – 115
2014
Q1 		$238K Sell
1,266
-534
-30% -$98.6K 0.11% 100
2013
Q4 		$334K Buy
1,800
+490
+37% +$87.2K 0.15% 92
2013
Q3 		$221K Buy
+1,310
New +$221K 0.1% 121

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

King Investment Advisors's IVV Position: Q2 2014 in Review

King Investment Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2014, closing a stake of 1,266 shares — an estimated $238K sold.

King Investment Advisors first reported a position in IVV in Q3 2013 and held it in 3 quarters. The position peaked at $334K in Q4 2013. 673 funds tracked by Wall St. Rank hold IVV as of Q2 2014.

  • King Investment Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2014 after selling out during the quarter.
  • King Investment Advisors sold 1,266 iShares Core S&P 500 ETF shares in Q2 2014, an estimated $238K.
  • King Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2013 and held it in 3 quarters.
  • King Investment Advisors's iShares Core S&P 500 ETF position peaked at $334K in Q4 2013.
  • 673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2014.

Based on King Investment Advisors's 13F filing for Q2 2014, filed 15 Aug 2014.