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Michael B. Elefante’s iShares Core S&P 500 ETF IVV Stock Holding History

Michael B. Elefante’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
2014
Q4 		– Sell
-1,398
Closed -$277K – 119
2014
Q3 		$277K Hold
1,398
– – 0.12% 80
2014
Q2 		$275K Hold
1,398
– – 0.11% 84
2014
Q1 		$263K Hold
1,398
– – 0.11% 86
2013
Q4 		$260K Hold
1,398
– – 0.12% 85
2013
Q3 		$236K Buy
+1,398
New +$236K 0.12% 85

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Provida Pension Fund Administrator
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Norinchukin Bank
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Michael B. Elefante's IVV Position: Q4 2014 in Review

Michael B. Elefante sold out of iShares Core S&P 500 ETF (IVV) in Q4 2014, closing a stake of 1,398 shares — an estimated $277K sold.

Michael B. Elefante first reported a position in IVV in Q3 2013 and held it in 5 quarters. The position peaked at $277K in Q3 2014. 804 funds tracked by Wall St. Rank hold IVV as of Q4 2014.

  • Michael B. Elefante reported no remaining iShares Core S&P 500 ETF position as of Q4 2014 after selling out during the quarter.
  • Michael B. Elefante sold 1,398 iShares Core S&P 500 ETF shares in Q4 2014, an estimated $277K.
  • Michael B. Elefante first reported a position in iShares Core S&P 500 ETF in Q3 2013 and held it in 5 quarters.
  • Michael B. Elefante's iShares Core S&P 500 ETF position peaked at $277K in Q3 2014.
  • 804 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.