Investors Capital Advisory Services’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$323K Sell
2,469
-392
-14% -$53.6K 0.06% 404
2016
Q1
$396K Sell
2,861
-534
-16% -$71.4K 0.08% 331
2015
Q4
$472K Buy
3,395
+70
+2% +$9.64K 0.09% 306
2015
Q3
$464K Sell
3,325
-165
-5% -$24.8K 0.09% 303
2015
Q2
$572K Buy
3,490
+75
+2% +$12K 0.1% 277
2015
Q1
$526K Buy
3,415
+620
+22% +$88.3K 0.1% 291
2014
Q4
$350K Sell
2,795
-157
-5% -$19.4K 0.07% 391
2014
Q3
$353K Sell
2,952
-1,544
-34% -$177K 0.07% 391
2014
Q2
$483K Buy
4,496
+2,084
+86% +$215K 0.08% 351
2014
Q1
$239K Buy
+2,412
New +$218K 0.05% 472

Other funds holding ELV

Investors Capital Advisory Services's ELV Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Elevance Health (ELV) stake by 14% in Q2 2016, selling an estimated $53.6K and leaving 2,469 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #404.

Investors Capital Advisory Services first reported a position in ELV in Q1 2014 and has held it in 10 quarters since. The position peaked at $572K in Q2 2015. 759 funds tracked by Wall St. Rank hold ELV as of Q2 2016.

  • Investors Capital Advisory Services held 2,469 shares of Elevance Health worth $323K as of Q2 2016.
  • Investors Capital Advisory Services sold 392 Elevance Health shares in Q2 2016, an estimated $53.6K.
  • Elevance Health made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #404 holding.
  • Investors Capital Advisory Services first reported a position in Elevance Health in Q1 2014 and has held it in 10 quarters since.
  • Investors Capital Advisory Services's Elevance Health position peaked at $572K in Q2 2015.
  • 759 funds tracked by Wall St. Rank held Elevance Health as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.