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Midwest Professional Planners Ltd (MPPL)’s iShares S&P 500 Value ETF IVE Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
-80
Closed -$9K – 189
2018
Q2 		$9K Sell
80
-39
-33% -$4.32K 0.01% 239
2018
Q1 		$13K Buy
119
+18
+18% +$2.06K 0.01% 213
2017
Q4 		$12K Buy
+101
New +$11.2K 0.01% 229

Other funds holding IVE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

Midwest Professional Planners Ltd (MPPL)'s IVE Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares S&P 500 Value ETF (IVE) in Q3 2018, closing a stake of 80 shares — an estimated $9K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IVE in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q1 2018. 646 funds tracked by Wall St. Rank hold IVE as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares S&P 500 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 80 iShares S&P 500 Value ETF shares in Q3 2018, an estimated $9K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares S&P 500 Value ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares S&P 500 Value ETF position peaked at $13K in Q1 2018.
  • 646 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.