Fort Point Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Fort Point Capital Partners’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	-4,367	Closed	-$509K	–	124
2019 Q2	$509K	Buy	+4,367	New	+$500K	0.2%	56

Other funds holding IVE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAIM

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

Fort Point Capital Partners's IVE Position: Q3 2019 in Review

Fort Point Capital Partners sold out of iShares S&P 500 Value ETF (IVE) in Q3 2019, closing a stake of 4,367 shares — an estimated $509K sold.

Fort Point Capital Partners first reported a position in IVE in Q2 2019 and held it in 1 quarter. The position peaked at $509K in Q2 2019. 714 funds tracked by Wall St. Rank hold IVE as of Q3 2019.

Fort Point Capital Partners reported no remaining iShares S&P 500 Value ETF position as of Q3 2019 after selling out during the quarter.
Fort Point Capital Partners sold 4,367 iShares S&P 500 Value ETF shares in Q3 2019, an estimated $509K.
Fort Point Capital Partners first reported a position in iShares S&P 500 Value ETF in Q2 2019 and held it in 1 quarter.
Fort Point Capital Partners's iShares S&P 500 Value ETF position peaked at $509K in Q2 2019.
714 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2019.

Based on Fort Point Capital Partners's 13F filing for Q3 2019, filed 14 Nov 2019.