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TD Ameritrade Investment Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

TD Ameritrade Investment Management’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-424
Closed -$11K – 123
2013
Q4 		$11K Sell
424
-1,840
-81% -$48K ﹤0.01% 98
2013
Q3 		$56K Buy
2,264
+1,624
+254% +$40.5K ﹤0.01% 81
2013
Q2 		$15K Buy
+640
New +$15.3K ﹤0.01% 94

Other funds holding ILCB

CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TD Ameritrade Investment Management's ILCB Position: Q1 2014 in Review

TD Ameritrade Investment Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2014, closing a stake of 424 shares — an estimated $11K sold.

TD Ameritrade Investment Management first reported a position in ILCB in Q2 2013 and held it in 3 quarters. The position peaked at $56K in Q3 2013. 43 funds tracked by Wall St. Rank hold ILCB as of Q1 2014.

  • TD Ameritrade Investment Management reported no remaining iShares Morningstar US Equity ETF position as of Q1 2014 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 424 iShares Morningstar US Equity ETF shares in Q1 2014, an estimated $11K.
  • TD Ameritrade Investment Management first reported a position in iShares Morningstar US Equity ETF in Q2 2013 and held it in 3 quarters.
  • TD Ameritrade Investment Management's iShares Morningstar US Equity ETF position peaked at $56K in Q3 2013.
  • 43 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2014.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2014, filed 14 May 2014.