LPC
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Loeb Partners Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Loeb Partners Corp’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
2019
Q1 		– Sell
-284
Closed -$72K – 211
2018
Q4 		$72K Buy
+284
New +$77.1K 0.03% 153

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PPA
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Loeb Partners Corp's IVV Position: Q1 2019 in Review

Loeb Partners Corp sold out of iShares Core S&P 500 ETF (IVV) in Q1 2019, closing a stake of 284 shares — an estimated $72K sold.

Loeb Partners Corp first reported a position in IVV in Q4 2018 and held it in 1 quarter. The position peaked at $72K in Q4 2018. 1,604 funds tracked by Wall St. Rank hold IVV as of Q1 2019.

  • Loeb Partners Corp reported no remaining iShares Core S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
  • Loeb Partners Corp sold 284 iShares Core S&P 500 ETF shares in Q1 2019, an estimated $72K.
  • Loeb Partners Corp first reported a position in iShares Core S&P 500 ETF in Q4 2018 and held it in 1 quarter.
  • Loeb Partners Corp's iShares Core S&P 500 ETF position peaked at $72K in Q4 2018.
  • 1,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.