Loeb Partners Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

Loeb Partners Corp’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-8,400	Closed	-$316K	–	212
2018 Q4	$316K	Hold	8,400	–	–	0.15%	106
2018 Q3	$372K	Sell	8,400 -253,300	-97%	-$10.9M	0.14%	113
2018 Q2	$10.6M	Buy	+261,700	New	+$10.5M	2.69%	5

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Loeb Partners Corp's IVW Position: Q1 2019 in Review

Loeb Partners Corp sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2019, closing a stake of 8,400 shares — an estimated $316K sold.

Loeb Partners Corp first reported a position in IVW in Q2 2018 and held it in 3 quarters. The position peaked at $10.6M in Q2 2018. 853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

Loeb Partners Corp reported no remaining iShares S&P 500 Growth ETF position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 8,400 iShares S&P 500 Growth ETF shares in Q1 2019, an estimated $316K.
Loeb Partners Corp first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and held it in 3 quarters.
Loeb Partners Corp's iShares S&P 500 Growth ETF position peaked at $10.6M in Q2 2018.
853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

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