Loomis, Sayles & Company
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Loomis, Sayles & Company’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Loomis, Sayles & Company’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,310
Closed -$75K – 918
2018
Q2 		$75K Buy
+1,310
New +$74K ﹤0.01% 626

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Loomis, Sayles & Company's IUSG Position: Q3 2018 in Review

Loomis, Sayles & Company sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2018, closing a stake of 1,310 shares — an estimated $75K sold.

Loomis, Sayles & Company first reported a position in IUSG in Q2 2018 and held it in 1 quarter. The position peaked at $75K in Q2 2018. 217 funds tracked by Wall St. Rank hold IUSG as of Q3 2018.

  • Loomis, Sayles & Company reported no remaining iShares Core S&P US Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,310 iShares Core S&P US Growth ETF shares in Q3 2018, an estimated $75K.
  • Loomis, Sayles & Company first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and held it in 1 quarter.
  • Loomis, Sayles & Company's iShares Core S&P US Growth ETF position peaked at $75K in Q2 2018.
  • 217 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2018.

Based on Loomis, Sayles & Company's 13F filing for Q3 2018, filed 13 Nov 2018.