LWA
ILCB icon

Lowe Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Lowe Wealth Advisors’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
2017
Q1 		– Sell
-800
Closed -$27K – 233
2016
Q4 		$27K Buy
+800
New +$26K 0.02% 80

Other funds holding ILCB

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lowe Wealth Advisors's ILCB Position: Q1 2017 in Review

Lowe Wealth Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2017, closing a stake of 800 shares — an estimated $27K sold.

Lowe Wealth Advisors first reported a position in ILCB in Q4 2016 and held it in 1 quarter. The position peaked at $27K in Q4 2016. 68 funds tracked by Wall St. Rank hold ILCB as of Q1 2017.

  • Lowe Wealth Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q1 2017 after selling out during the quarter.
  • Lowe Wealth Advisors sold 800 iShares Morningstar US Equity ETF shares in Q1 2017, an estimated $27K.
  • Lowe Wealth Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2016 and held it in 1 quarter.
  • Lowe Wealth Advisors's iShares Morningstar US Equity ETF position peaked at $27K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2017.

Based on Lowe Wealth Advisors's 13F filing for Q1 2017, filed 5 Apr 2017.