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Parkside Financial Bank & Trust’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Parkside Financial Bank & Trust’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
2019
Q1 		– Sell
-5,504
Closed -$196K – 1591
2018
Q4 		$196K Buy
+5,504
New +$215K 0.07% 167

Other funds holding ILCB

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Commonwealth Equity Services
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Parkside Financial Bank & Trust's ILCB Position: Q1 2019 in Review

Parkside Financial Bank & Trust sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2019, closing a stake of 5,504 shares — an estimated $196K sold.

Parkside Financial Bank & Trust first reported a position in ILCB in Q4 2018 and held it in 1 quarter. The position peaked at $196K in Q4 2018. 100 funds tracked by Wall St. Rank hold ILCB as of Q1 2019.

  • Parkside Financial Bank & Trust reported no remaining iShares Morningstar US Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 5,504 iShares Morningstar US Equity ETF shares in Q1 2019, an estimated $196K.
  • Parkside Financial Bank & Trust first reported a position in iShares Morningstar US Equity ETF in Q4 2018 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's iShares Morningstar US Equity ETF position peaked at $196K in Q4 2018.
  • 100 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2019.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2019, filed 1 May 2019.