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Parkside Financial Bank & Trust’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-940
Closed -$24K – 1422
2016
Q3 		$24K Buy
+940
New +$49K 0.01% 529

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCB
Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return

Parkside Financial Bank & Trust's IVOO Position: Q4 2016 in Review

Parkside Financial Bank & Trust sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2016, closing a stake of 940 shares — an estimated $24K sold.

Parkside Financial Bank & Trust first reported a position in IVOO in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 74 funds tracked by Wall St. Rank hold IVOO as of Q4 2016.

  • Parkside Financial Bank & Trust reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2016 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 940 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2016, an estimated $24K.
  • Parkside Financial Bank & Trust first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2016 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Vanguard S&P Mid-Cap 400 ETF position peaked at $24K in Q3 2016.
  • 74 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2016.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2016, filed 8 Feb 2017.