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Godsey & Gibb Inc’s iShares S&P 500 Value ETF IVE Stock Holding History

Godsey & Gibb Inc’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
Q3 		– Sell
-39
Closed -$4K – 68
2018
Q2 		$4K Buy
+39
New +$4.32K ﹤0.01% 67

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Bank of America
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Envestnet Asset Management
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VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
UBS Group
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Godsey & Gibb Inc's IVE Position: Q3 2018 in Review

Godsey & Gibb Inc sold out of iShares S&P 500 Value ETF (IVE) in Q3 2018, closing a stake of 39 shares — an estimated $4K sold.

Godsey & Gibb Inc first reported a position in IVE in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 646 funds tracked by Wall St. Rank hold IVE as of Q3 2018.

  • Godsey & Gibb Inc reported no remaining iShares S&P 500 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Godsey & Gibb Inc sold 39 iShares S&P 500 Value ETF shares in Q3 2018, an estimated $4K.
  • Godsey & Gibb Inc first reported a position in iShares S&P 500 Value ETF in Q2 2018 and held it in 1 quarter.
  • Godsey & Gibb Inc's iShares S&P 500 Value ETF position peaked at $4K in Q2 2018.
  • 646 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2018.

Based on Godsey & Gibb Inc's 13F filing for Q3 2018, filed 13 Nov 2018.