Clear Perspective Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Clear Perspective Advisors’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
2019 Q3	–	Sell	-467	Closed	-$54K	–	169
2019 Q2	$54K	Buy	+467	New	+$53.5K	0.03%	183
2018 Q3	–	Sell	-337	Closed	-$37K	–	279
2018 Q2	$37K	Buy	+337	New	+$37.3K	0.03%	275

Other funds holding IVE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Clear Perspective Advisors's IVE Position: Q3 2019 in Review

Clear Perspective Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q3 2019, closing a stake of 467 shares — an estimated $54K sold.

Clear Perspective Advisors first reported a position in IVE in Q2 2018 and held it in 2 quarters. The position peaked at $54K in Q2 2019. 714 funds tracked by Wall St. Rank hold IVE as of Q3 2019.

Clear Perspective Advisors reported no remaining iShares S&P 500 Value ETF position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 467 iShares S&P 500 Value ETF shares in Q3 2019, an estimated $54K.
Clear Perspective Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2018 and held it in 2 quarters.
Clear Perspective Advisors's iShares S&P 500 Value ETF position peaked at $54K in Q2 2019.
714 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.