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Integrated Wealth Management (Palm Desert)’s iShares S&P 500 Value ETF IVE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-585
Closed -$56K – 628
2016
Q3 		$56K Buy
+585
New +$55.7K 0.02% 396

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IVE Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares S&P 500 Value ETF (IVE) in Q4 2016, closing a stake of 585 shares — an estimated $56K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IVE in Q3 2016 and held it in 1 quarter. The position peaked at $56K in Q3 2016. 514 funds tracked by Wall St. Rank hold IVE as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares S&P 500 Value ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 585 iShares S&P 500 Value ETF shares in Q4 2016, an estimated $56K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares S&P 500 Value ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s iShares S&P 500 Value ETF position peaked at $56K in Q3 2016.
  • 514 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.