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Wunderlich Capital Managemnt’s iShares Core S&P 500 ETF IVV Stock Holding History

Wunderlich Capital Managemnt’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-31,603
Closed -$5.87M – 90
2013
Q4 		$5.87M Buy
+31,603
New +$5.63M 5.62% 2

Other funds holding IVV

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wunderlich Capital Managemnt's IVV Position: Q1 2014 in Review

Wunderlich Capital Managemnt sold out of iShares Core S&P 500 ETF (IVV) in Q1 2014, closing a stake of 31,603 shares — an estimated $5.87M sold.

Wunderlich Capital Managemnt first reported a position in IVV in Q4 2013 and held it in 1 quarter. The position peaked at $5.87M in Q4 2013. 649 funds tracked by Wall St. Rank hold IVV as of Q1 2014.

  • Wunderlich Capital Managemnt reported no remaining iShares Core S&P 500 ETF position as of Q1 2014 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 31,603 iShares Core S&P 500 ETF shares in Q1 2014, an estimated $5.87M.
  • Wunderlich Capital Managemnt first reported a position in iShares Core S&P 500 ETF in Q4 2013 and held it in 1 quarter.
  • Wunderlich Capital Managemnt's iShares Core S&P 500 ETF position peaked at $5.87M in Q4 2013.
  • 649 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2014.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2014, filed 13 May 2014.