LPC
IVE icon

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

Loeb Partners Corp’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
2019
Q1 		– Sell
-45,000
Closed -$4.55M – 210
2018
Q4 		$4.55M Buy
+45,000
New +$4.92M 2.12% 9

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Loeb Partners Corp's IVE Position: Q1 2019 in Review

Loeb Partners Corp sold out of iShares S&P 500 Value ETF (IVE) in Q1 2019, closing a stake of 45,000 shares — an estimated $4.55M sold.

Loeb Partners Corp first reported a position in IVE in Q4 2018 and held it in 1 quarter. The position peaked at $4.55M in Q4 2018. 724 funds tracked by Wall St. Rank hold IVE as of Q1 2019.

  • Loeb Partners Corp reported no remaining iShares S&P 500 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Loeb Partners Corp sold 45,000 iShares S&P 500 Value ETF shares in Q1 2019, an estimated $4.55M.
  • Loeb Partners Corp first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 1 quarter.
  • Loeb Partners Corp's iShares S&P 500 Value ETF position peaked at $4.55M in Q4 2018.
  • 724 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.