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Guardian Capital Advisors (Canada)’s iShares S&P 500 Value ETF IVE Stock Holding History

Guardian Capital Advisors (Canada)’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
Q1 		– Sell
-22,350
Closed -$2.66M – 168
2017
Q4 		$2.66M Buy
+22,350
New +$2.48M 0.35% 72

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s IVE Position: Q1 2018 in Review

Guardian Capital Advisors (Canada) sold out of iShares S&P 500 Value ETF (IVE) in Q1 2018, closing a stake of 22,350 shares — an estimated $2.66M sold.

Guardian Capital Advisors (Canada) first reported a position in IVE in Q4 2017 and held it in 1 quarter. The position peaked at $2.66M in Q4 2017. 627 funds tracked by Wall St. Rank hold IVE as of Q1 2018.

  • Guardian Capital Advisors (Canada) reported no remaining iShares S&P 500 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 22,350 iShares S&P 500 Value ETF shares in Q1 2018, an estimated $2.66M.
  • Guardian Capital Advisors (Canada) first reported a position in iShares S&P 500 Value ETF in Q4 2017 and held it in 1 quarter.
  • Guardian Capital Advisors (Canada)'s iShares S&P 500 Value ETF position peaked at $2.66M in Q4 2017.
  • 627 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2018.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q1 2018, filed 15 May 2018.