Winslow Evans & Crocker’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Winslow Evans & Crocker’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	-400	Closed	-$18K	–	1115
2018 Q3	$18K	Hold	400	–	–	0.01%	682
2018 Q2	$16K	Hold	400	–	–	0.01%	711
2018 Q1	$15.3K	Hold	400	–	–	0.01%	699
2017 Q4	$15.9K	Hold	400	–	–	0.01%	712
2017 Q3	$15.1K	Sell	400 -400	-50%	-$14.9K	0.01%	729
2017 Q2	$28.8K	Buy	+800	New	+$28.9K	0.01%	677

Other funds holding ILCB

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winslow Evans & Crocker's ILCB Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2018, closing a stake of 400 shares — an estimated $18K sold.

Winslow Evans & Crocker first reported a position in ILCB in Q2 2017 and held it in 6 quarters. The position peaked at $28.8K in Q2 2017. 96 funds tracked by Wall St. Rank hold ILCB as of Q4 2018.

Winslow Evans & Crocker reported no remaining iShares Morningstar US Equity ETF position as of Q4 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 400 iShares Morningstar US Equity ETF shares in Q4 2018, an estimated $18K.
Winslow Evans & Crocker first reported a position in iShares Morningstar US Equity ETF in Q2 2017 and held it in 6 quarters.
Winslow Evans & Crocker's iShares Morningstar US Equity ETF position peaked at $28.8K in Q2 2017.
96 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.