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Ullmann Wealth Partners Group’s iShares Global 100 ETF IOO Stock Holding History

Ullmann Wealth Partners Group’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-878
Closed -$36K – 87
2017
Q2 		$36K Hold
878
– – 0.03% 100
2017
Q1 		$35K Buy
+878
New +$35K 0.03% 92

Other funds holding IOO

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Ullmann Wealth Partners Group's IOO Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of iShares Global 100 ETF (IOO) in Q3 2017, closing a stake of 878 shares — an estimated $36K sold.

Ullmann Wealth Partners Group first reported a position in IOO in Q1 2017 and held it in 2 quarters. The position peaked at $36K in Q2 2017. 104 funds tracked by Wall St. Rank hold IOO as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining iShares Global 100 ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 878 iShares Global 100 ETF shares in Q3 2017, an estimated $36K.
  • Ullmann Wealth Partners Group first reported a position in iShares Global 100 ETF in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's iShares Global 100 ETF position peaked at $36K in Q2 2017.
  • 104 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.