AIM
IVE icon

Allen Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Allen Investment Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,810
Closed -$303K – 191
2017
Q3 		$303K Hold
2,810
– – 0.01% 187
2017
Q2 		$295K Hold
2,810
– – 0.01% 198
2017
Q1 		$292K Buy
+2,810
New +$292K 0.02% 195

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allen Investment Management's IVE Position: Q4 2017 in Review

Allen Investment Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2017, closing a stake of 2,810 shares — an estimated $303K sold.

Allen Investment Management first reported a position in IVE in Q1 2017 and held it in 3 quarters. The position peaked at $303K in Q3 2017. 621 funds tracked by Wall St. Rank hold IVE as of Q4 2017.

  • Allen Investment Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2017 after selling out during the quarter.
  • Allen Investment Management sold 2,810 iShares S&P 500 Value ETF shares in Q4 2017, an estimated $303K.
  • Allen Investment Management first reported a position in iShares S&P 500 Value ETF in Q1 2017 and held it in 3 quarters.
  • Allen Investment Management's iShares S&P 500 Value ETF position peaked at $303K in Q3 2017.
  • 621 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2017.

Based on Allen Investment Management's 13F filing for Q4 2017, filed 13 Feb 2018.