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Physicians Financial Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-200
Closed -$6K – 186
2016
Q4 		$6K Hold
200
– – ﹤0.01% 259
2016
Q3 		$6K Hold
200
– – 0.01% 253
2016
Q2 		$6K Hold
200
– – 0.01% 250
2016
Q1 		$6K Hold
200
– – 0.01% 246
2015
Q4 		$6K Buy
+200
New +$5.99K 0.01% 256

Other funds holding ILCB

Axa
Axa Paris, France $256M AUM 25.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Physicians Financial Services's ILCB Position: Q1 2017 in Review

Physicians Financial Services sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2017, closing a stake of 200 shares — an estimated $6K sold.

Physicians Financial Services first reported a position in ILCB in Q4 2015 and held it in 5 quarters. The position peaked at $6K in Q4 2016. 68 funds tracked by Wall St. Rank hold ILCB as of Q1 2017.

  • Physicians Financial Services reported no remaining iShares Morningstar US Equity ETF position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 200 iShares Morningstar US Equity ETF shares in Q1 2017, an estimated $6K.
  • Physicians Financial Services first reported a position in iShares Morningstar US Equity ETF in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's iShares Morningstar US Equity ETF position peaked at $6K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.