SG Americas Securities
IVOO icon

SG Americas Securities’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

SG Americas Securities’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
2018
Q4 		– Sell
-6,000
Closed -$408K – 3187
2018
Q3 		$408K Buy
+6,000
New +$407K ﹤0.01% 2211
2017
Q4 		– Sell
-6,456
Closed -$390K – 3418
2017
Q3 		$390K Buy
+6,456
New +$380K ﹤0.01% 2034

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SG Americas Securities's IVOO Position: Q4 2018 in Review

SG Americas Securities sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2018, closing a stake of 6,000 shares — an estimated $408K sold.

SG Americas Securities first reported a position in IVOO in Q3 2017 and held it in 2 quarters. The position peaked at $408K in Q3 2018. 111 funds tracked by Wall St. Rank hold IVOO as of Q4 2018.

  • SG Americas Securities reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2018 after selling out during the quarter.
  • SG Americas Securities sold 6,000 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2018, an estimated $408K.
  • SG Americas Securities first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2017 and held it in 2 quarters.
  • SG Americas Securities's Vanguard S&P Mid-Cap 400 ETF position peaked at $408K in Q3 2018.
  • 111 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2018.

Based on SG Americas Securities's 13F filing for Q4 2018, filed 1 Feb 2019.