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V Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

V Wealth Advisors’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
-206
Closed -$9K – 448
2017
Q2 		$9K Buy
+206
New +$8.66K ﹤0.01% 588

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

V Wealth Advisors's IOO Position: Q3 2017 in Review

V Wealth Advisors sold out of iShares Global 100 ETF (IOO) in Q3 2017, closing a stake of 206 shares — an estimated $9K sold.

V Wealth Advisors first reported a position in IOO in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 104 funds tracked by Wall St. Rank hold IOO as of Q3 2017.

  • V Wealth Advisors reported no remaining iShares Global 100 ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 206 iShares Global 100 ETF shares in Q3 2017, an estimated $9K.
  • V Wealth Advisors first reported a position in iShares Global 100 ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's iShares Global 100 ETF position peaked at $9K in Q2 2017.
  • 104 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.