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Stancorp Investment Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Stancorp Investment Advisers’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$5.39M Sell
25,921
-1,545
-6% -$321K 2.54% 4
2014
Q4 		$5.68M Buy
+27,466
New +$5.56M 2.6% 2

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Stancorp Investment Advisers's IVV Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its iShares Core S&P 500 ETF (IVV) stake by 5.6% in Q1 2015, selling an estimated $321K and leaving 25,921 shares worth $5.39M. The position accounts for 2.54% of the portfolio, ranked #4.

Stancorp Investment Advisers first reported a position in IVV in Q4 2014 and has held it in 2 quarters since. The position peaked at $5.68M in Q4 2014. 792 funds tracked by Wall St. Rank hold IVV as of Q1 2015.

  • Stancorp Investment Advisers held 25,921 shares of iShares Core S&P 500 ETF worth $5.39M as of Q1 2015.
  • Stancorp Investment Advisers sold 1,545 iShares Core S&P 500 ETF shares in Q1 2015, an estimated $321K.
  • iShares Core S&P 500 ETF made up 2.54% of Stancorp Investment Advisers's portfolio in Q1 2015, its #4 holding.
  • Stancorp Investment Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's iShares Core S&P 500 ETF position peaked at $5.68M in Q4 2014.
  • 792 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.