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Midwest Professional Planners Ltd (MPPL)’s iShares Core S&P 500 ETF IVV Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2018
Q3 		– Sell
-314
Closed -$86K – 190
2018
Q2 		$86K Sell
314
-3
-0.9% -$816 0.08% 121
2018
Q1 		$84K Buy
317
+71
+29% +$19.5K 0.08% 121
2017
Q4 		$66K Buy
+246
New +$64.4K 0.06% 135

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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Creative Planning
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Ameriprise
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IVV Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Core S&P 500 ETF (IVV) in Q3 2018, closing a stake of 314 shares — an estimated $86K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IVV in Q4 2017 and held it in 3 quarters. The position peaked at $86K in Q2 2018. 1,436 funds tracked by Wall St. Rank hold IVV as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Core S&P 500 ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 314 iShares Core S&P 500 ETF shares in Q3 2018, an estimated $86K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares Core S&P 500 ETF position peaked at $86K in Q2 2018.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.