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Wealth & Pension Services Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Wealth & Pension Services Group’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
2018
Q4 		– Sell
-18,296
Closed -$770K – 105
2018
Q3 		$770K Buy
+18,296
New +$748K 0.77% 36

Other funds holding ILCB

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth & Pension Services Group's ILCB Position: Q4 2018 in Review

Wealth & Pension Services Group sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2018, closing a stake of 18,296 shares — an estimated $770K sold.

Wealth & Pension Services Group first reported a position in ILCB in Q3 2018 and held it in 1 quarter. The position peaked at $770K in Q3 2018. 96 funds tracked by Wall St. Rank hold ILCB as of Q4 2018.

  • Wealth & Pension Services Group reported no remaining iShares Morningstar US Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 18,296 iShares Morningstar US Equity ETF shares in Q4 2018, an estimated $770K.
  • Wealth & Pension Services Group first reported a position in iShares Morningstar US Equity ETF in Q3 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's iShares Morningstar US Equity ETF position peaked at $770K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2018.

Based on Wealth & Pension Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.