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Nachman Norwood & Parrott’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-1,500
Closed -$73K – 628
2020
Q3 		$73K Buy
+1,500
New +$71.5K 0.01% 376

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nachman Norwood & Parrott's ILCB Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2020, closing a stake of 1,500 shares — an estimated $73K sold.

Nachman Norwood & Parrott first reported a position in ILCB in Q3 2020 and held it in 1 quarter. The position peaked at $73K in Q3 2020. 125 funds tracked by Wall St. Rank hold ILCB as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Morningstar US Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,500 iShares Morningstar US Equity ETF shares in Q4 2020, an estimated $73K.
  • Nachman Norwood & Parrott first reported a position in iShares Morningstar US Equity ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Morningstar US Equity ETF position peaked at $73K in Q3 2020.
  • 125 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.