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East Coast Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

East Coast Asset Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-945
Closed -$34K – 222
2013
Q2 		$34K Buy
+945
New +$34.3K 0.02% 258

Other funds holding IUSV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHC
JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

East Coast Asset Management's IUSV Position: Q3 2013 in Review

East Coast Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2013, closing a stake of 945 shares — an estimated $34K sold.

East Coast Asset Management first reported a position in IUSV in Q2 2013 and held it in 1 quarter. The position peaked at $34K in Q2 2013. 63 funds tracked by Wall St. Rank hold IUSV as of Q3 2013.

  • East Coast Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 945 iShares Core S&P US Value ETF shares in Q3 2013, an estimated $34K.
  • East Coast Asset Management first reported a position in iShares Core S&P US Value ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's iShares Core S&P US Value ETF position peaked at $34K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.