Girard Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Girard 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
2018 Q4	–	Sell	-781	Closed	-$90K	–	516
2018 Q3	$90K	Buy	+781	New	+$89.6K	0.02%	347

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

TAIM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Girard Partners's IVE Position: Q4 2018 in Review

Girard Partners sold out of iShares S&P 500 Value ETF (IVE) in Q4 2018, closing a stake of 781 shares — an estimated $90K sold.

Girard Partners first reported a position in IVE in Q3 2018 and held it in 1 quarter. The position peaked at $90K in Q3 2018. 727 funds tracked by Wall St. Rank hold IVE as of Q4 2018.

Girard Partners reported no remaining iShares S&P 500 Value ETF position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 781 iShares S&P 500 Value ETF shares in Q4 2018, an estimated $90K.
Girard Partners first reported a position in iShares S&P 500 Value ETF in Q3 2018 and held it in 1 quarter.
Girard Partners's iShares S&P 500 Value ETF position peaked at $90K in Q3 2018.
727 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.