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Sheaff Brock Investment Advisors’s iQIYI IQ Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,250
Closed -$250K – 501
2018
Q3 		$250K Buy
9,250
+1,450
+19% +$43.2K 0.02% 395
2018
Q2 		$252K Buy
+7,800
New +$190K 0.02% 399

Other funds holding IQ

HIM
Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sheaff Brock Investment Advisors's IQ Position: Q4 2018 in Review

Sheaff Brock Investment Advisors sold out of iQIYI (IQ) in Q4 2018, closing a stake of 9,250 shares — an estimated $250K sold.

Sheaff Brock Investment Advisors first reported a position in IQ in Q2 2018 and held it in 2 quarters. The position peaked at $252K in Q2 2018. 212 funds tracked by Wall St. Rank hold IQ as of Q4 2018.

  • Sheaff Brock Investment Advisors reported no remaining iQIYI position as of Q4 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 9,250 iQIYI shares in Q4 2018, an estimated $250K.
  • Sheaff Brock Investment Advisors first reported a position in iQIYI in Q2 2018 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's iQIYI position peaked at $252K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held iQIYI as of Q4 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.