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Winchester Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Winchester 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
2013
Q3 		$473K Hold
19,080
– – 0.1% 143
2013
Q2 		$459K Buy
+19,080
New +$457K 0.1% 154

Other funds holding ILCB

CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winchester Group's ILCB Position: Q3 2013 in Review

Winchester Group held its iShares Morningstar US Equity ETF (ILCB) position steady in Q3 2013 at 19,080 shares worth $473K. The position accounts for 0.1% of the portfolio, ranked #143.

Winchester Group first reported a position in ILCB in Q2 2013 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold ILCB as of Q3 2013.

  • Winchester Group held 19,080 shares of iShares Morningstar US Equity ETF worth $473K as of Q3 2013.
  • Winchester Group left its iShares Morningstar US Equity ETF share count unchanged in Q3 2013.
  • iShares Morningstar US Equity ETF made up 0.1% of Winchester Group's portfolio in Q3 2013, its #143 holding.
  • Winchester Group first reported a position in iShares Morningstar US Equity ETF in Q2 2013 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.