TWMH
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Tiedemann Wealth Management Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tiedemann Wealth Management Holdings’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-102,112
Closed -$3.36M – 8
2017
Q1 		$3.36M Sell
102,112
-1,608
-2% -$51.6K 13.54% 2
2016
Q4 		$3.16M Sell
103,720
-147,160
-59% -$4.45M 7.03% 7
2016
Q3 		$7.63M Buy
+250,880
New +$7.6M 18.91% 2

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tiedemann Wealth Management Holdings's IVW Position: Q2 2017 in Review

Tiedemann Wealth Management Holdings sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2017, closing a stake of 102,112 shares — an estimated $3.36M sold.

Tiedemann Wealth Management Holdings first reported a position in IVW in Q3 2016 and held it in 3 quarters. The position peaked at $7.63M in Q3 2016. 610 funds tracked by Wall St. Rank hold IVW as of Q2 2017.

  • Tiedemann Wealth Management Holdings reported no remaining iShares S&P 500 Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Tiedemann Wealth Management Holdings sold 102,112 iShares S&P 500 Growth ETF shares in Q2 2017, an estimated $3.36M.
  • Tiedemann Wealth Management Holdings first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and held it in 3 quarters.
  • Tiedemann Wealth Management Holdings's iShares S&P 500 Growth ETF position peaked at $7.63M in Q3 2016.
  • 610 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.