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CWH Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

CWH Capital 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
2014
Q1 		– Sell
-610
Closed -$52K – 45
2013
Q4 		$52K Buy
+610
New +$50.2K 0.04% 46

Other funds holding IVE

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return

CWH Capital Management's IVE Position: Q1 2014 in Review

CWH Capital Management sold out of iShares S&P 500 Value ETF (IVE) in Q1 2014, closing a stake of 610 shares — an estimated $52K sold.

CWH Capital Management first reported a position in IVE in Q4 2013 and held it in 1 quarter. The position peaked at $52K in Q4 2013. 300 funds tracked by Wall St. Rank hold IVE as of Q1 2014.

  • CWH Capital Management reported no remaining iShares S&P 500 Value ETF position as of Q1 2014 after selling out during the quarter.
  • CWH Capital Management sold 610 iShares S&P 500 Value ETF shares in Q1 2014, an estimated $52K.
  • CWH Capital Management first reported a position in iShares S&P 500 Value ETF in Q4 2013 and held it in 1 quarter.
  • CWH Capital Management's iShares S&P 500 Value ETF position peaked at $52K in Q4 2013.
  • 300 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2014.

Based on CWH Capital Management's 13F filing for Q1 2014, filed 24 Apr 2014.