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NFC Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

NFC Investments’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
Q4 		– Sell
-1,750
Closed -$512K – 39
2018
Q3 		$512K Sell
1,750
-175
-9% -$50.2K 0.16% 36
2018
Q2 		$526K Hold
1,925
– – 0.19% 34
2018
Q1 		$511K Buy
+1,925
New +$529K 0.18% 37

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NFC Investments's IVV Position: Q4 2018 in Review

NFC Investments sold out of iShares Core S&P 500 ETF (IVV) in Q4 2018, closing a stake of 1,750 shares — an estimated $512K sold.

NFC Investments first reported a position in IVV in Q1 2018 and held it in 3 quarters. The position peaked at $526K in Q2 2018. 1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

  • NFC Investments reported no remaining iShares Core S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
  • NFC Investments sold 1,750 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $512K.
  • NFC Investments first reported a position in iShares Core S&P 500 ETF in Q1 2018 and held it in 3 quarters.
  • NFC Investments's iShares Core S&P 500 ETF position peaked at $526K in Q2 2018.
  • 1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on NFC Investments's 13F filing for Q4 2018, filed 12 Feb 2019.