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Krilogy Financial’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Krilogy Financial’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,028
Closed -$85K – 376
2018
Q3 		$85K Buy
+2,028
New +$82.9K 0.02% 243

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Commonwealth Equity Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial's ILCB Position: Q4 2018 in Review

Krilogy Financial sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2018, closing a stake of 2,028 shares — an estimated $85K sold.

Krilogy Financial first reported a position in ILCB in Q3 2018 and held it in 1 quarter. The position peaked at $85K in Q3 2018. 96 funds tracked by Wall St. Rank hold ILCB as of Q4 2018.

  • Krilogy Financial reported no remaining iShares Morningstar US Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 2,028 iShares Morningstar US Equity ETF shares in Q4 2018, an estimated $85K.
  • Krilogy Financial first reported a position in iShares Morningstar US Equity ETF in Q3 2018 and held it in 1 quarter.
  • Krilogy Financial's iShares Morningstar US Equity ETF position peaked at $85K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.