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Pinnacle Holdings’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Pinnacle Holdings’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
2020
Q1 		– Sell
-26,600
Closed -$1.85M – 205
2019
Q4 		$1.85M Buy
+26,600
New +$1.78M 0.69% 54
2019
Q1 		– Sell
-26,600
Closed -$1.49M – 199
2018
Q4 		$1.49M Buy
+26,600
New +$1.64M 0.61% 61

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Holdings's IVOO Position: Q1 2020 in Review

Pinnacle Holdings sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2020, closing a stake of 26,600 shares — an estimated $1.85M sold.

Pinnacle Holdings first reported a position in IVOO in Q4 2018 and held it in 2 quarters. The position peaked at $1.85M in Q4 2019. 117 funds tracked by Wall St. Rank hold IVOO as of Q1 2020.

  • Pinnacle Holdings reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2020 after selling out during the quarter.
  • Pinnacle Holdings sold 26,600 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2020, an estimated $1.85M.
  • Pinnacle Holdings first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and held it in 2 quarters.
  • Pinnacle Holdings's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.85M in Q4 2019.
  • 117 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2020.

Based on Pinnacle Holdings's 13F filing for Q1 2020, filed 14 May 2020.