MPPLM
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Midwest Professional Planners Ltd (MPPL)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-226
Closed -$14K – 335
2018
Q1 		$14K Sell
226
-16
-7% -$999 0.01% 205
2017
Q4 		$15K Buy
+242
New +$14.4K 0.01% 206

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s ITOT Position: Q2 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2018, closing a stake of 226 shares — an estimated $14K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in ITOT in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 402 funds tracked by Wall St. Rank hold ITOT as of Q2 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 226 iShares Core S&P Total US Stock Market ETF shares in Q2 2018, an estimated $14K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and held it in 2 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares Core S&P Total US Stock Market ETF position peaked at $15K in Q4 2017.
  • 402 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2018, filed 10 Aug 2018.