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AGF Investments Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

AGF Investments Inc’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-193,460
Closed -$5.6M – 461
2015
Q4 		$5.6M Sell
193,460
-13,592
-7% -$395K 0.07% 196
2015
Q3 		$5.62M Buy
+207,052
New +$5.89M 0.07% 196

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AGF Investments Inc's IVW Position: Q1 2016 in Review

AGF Investments Inc sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2016, closing a stake of 193,460 shares — an estimated $5.6M sold.

AGF Investments Inc first reported a position in IVW in Q3 2015 and held it in 2 quarters. The position peaked at $5.62M in Q3 2015. 486 funds tracked by Wall St. Rank hold IVW as of Q1 2016.

  • AGF Investments Inc reported no remaining iShares S&P 500 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • AGF Investments Inc sold 193,460 iShares S&P 500 Growth ETF shares in Q1 2016, an estimated $5.6M.
  • AGF Investments Inc first reported a position in iShares S&P 500 Growth ETF in Q3 2015 and held it in 2 quarters.
  • AGF Investments Inc's iShares S&P 500 Growth ETF position peaked at $5.62M in Q3 2015.
  • 486 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2016.

Based on AGF Investments Inc's 13F filing for Q1 2016, filed 2 May 2016.