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Strategic Wealth Partners Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Strategic Wealth Partners Group’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
Q3 		– Sell
-1,892
Closed -$124K – 42
2018
Q2 		$124K Sell
1,892
-792
-30% -$51.6K 2.45% 5
2018
Q1 		$170K Buy
+2,684
New +$173K 13.31% 1

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Partners Group's IVOO Position: Q3 2018 in Review

Strategic Wealth Partners Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2018, closing a stake of 1,892 shares — an estimated $124K sold.

Strategic Wealth Partners Group first reported a position in IVOO in Q1 2018 and held it in 2 quarters. The position peaked at $170K in Q1 2018. 103 funds tracked by Wall St. Rank hold IVOO as of Q3 2018.

  • Strategic Wealth Partners Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 1,892 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2018, an estimated $124K.
  • Strategic Wealth Partners Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $170K in Q1 2018.
  • 103 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2018.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2018, filed 14 Nov 2018.