8 is the total number of securities Scottrade Investment Management has owned. The longest Scottrade Investment Management has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVW | iShares S&P 500 Growth | 8 | 8 | 23.17% | 31.27% | 39.07% | Q4 2015 | Q3 2017 | 8 |
IVE | iShares S&P 500 Value | 8 | 8 | 20.26% | 26.22% | 31.86% | Q4 2015 | Q3 2017 | 8 |
AGG | iShares Core US Aggreg... | 8 | 8 | 15.19% | 23.33% | 30.54% | Q4 2015 | Q3 2017 | 8 |
IEFA | iShares Tr Core MSCI EAFE | 5 | 5 | 12.23% | 14.05% | 16.73% | Q3 2016 | Q3 2017 | 5 |
IJH | iShares Core S&P Mid-Cap | 4 | 4 | 9.31% | 10.44% | 12.84% | Q4 2016 | Q3 2017 | 4 |
HYG | iShares iBoxx $ High Y... | 3 | 3 | 6.95% | 7.49% | 8.06% | Q1 2017 | Q3 2017 | 3 |
TIP | iShares TIPS Bond | 2 | 2 | 6.34% | 6.58% | 6.83% | Q2 2017 | Q3 2017 | 2 |
IJR | iShares Core S&P Small... | 1 | 1 | 5.67% | 5.67% | 5.67% | Q3 2017 | Q3 2017 | 1 |
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The securities at the top of the list , including iShares S&P 500 Growth, iShares S&P 500 Value, and iShares Core US Aggregate Bond, are the highest-conviction holdings of Scottrade Investment Management.
The conviction is calculated by counting the number of quarters a security has been reported by Scottrade Investment Management. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Scottrade Investment Management owns currently or has owned in the past.