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Nicholas Company’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Nicholas Company’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,000
Closed -$148K – 282
2013
Q2 		$148K Buy
+5,000
New +$150K ﹤0.01% 248

Other funds holding IUSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nicholas Company's IUSG Position: Q3 2013 in Review

Nicholas Company sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2013, closing a stake of 5,000 shares — an estimated $148K sold.

Nicholas Company first reported a position in IUSG in Q2 2013 and held it in 1 quarter. The position peaked at $148K in Q2 2013. 59 funds tracked by Wall St. Rank hold IUSG as of Q3 2013.

  • Nicholas Company reported no remaining iShares Core S&P US Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Nicholas Company sold 5,000 iShares Core S&P US Growth ETF shares in Q3 2013, an estimated $148K.
  • Nicholas Company first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and held it in 1 quarter.
  • Nicholas Company's iShares Core S&P US Growth ETF position peaked at $148K in Q2 2013.
  • 59 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2013.

Based on Nicholas Company's 13F filing for Q3 2013, filed 14 Nov 2013.