Scottrade Investment Management

Latest statistics and disclosures from Scottrade Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVW, IVE, AGG, IEFA, IJH, and represent 81.04% of Scottrade Investment Management's stock portfolio.
  • Added to shares of these 8 stocks: IJR (+$104M), IVW (+$34M), IVE (+$30M), AGG (+$24M), IEFA (+$19M), IJH (+$14M), HYG (+$12M), TIP (+$11M).
  • Started 1 new stock position in IJR.
  • Scottrade Investment Management was a net buyer of stock by $248M.
  • Scottrade Investment Management has $1.8B in assets under management (AUM), dropping by 18.85%.
  • Central Index Key (CIK): 0001651646

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Positions held by Scottrade Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Scottrade Investment Management

Scottrade Investment Management holds 8 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Growth Index (IVW) 23.2 $426M +8% 3.0M 143.42
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iShares S&P 500 Value Index (IVE) 20.3 $372M +8% 3.5M 107.91
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iShares Lehman Aggregate Bond (AGG) 15.2 $279M +9% 2.5M 109.59
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 13.1 $241M +8% 3.8M 64.17
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iShares S&P MidCap 400 Index (IJH) 9.3 $171M +8% 957k 178.90
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iShares iBoxx $ High Yid Corp Bond (HYG) 7.0 $128M +10% 1.4M 88.76
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iShares Barclays TIPS Bond Fund (TIP) 6.3 $117M +10% 1.0M 113.58
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iShares S&P SmallCap 600 Index (IJR) 5.7 $104M NEW 1.4M 74.22
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Past Filings by Scottrade Investment Management

SEC 13F filings are viewable for Scottrade Investment Management going back to 2015