Montage Investments’s iShares S&P 500 Value ETF IVE Stock Holding History

Montage Investments’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 Q3	$6K	Buy	+68	New	+$6.47K	﹤0.01%	170

Other funds holding IVE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Montage Investments's IVE Position: Q3 2016 in Review

Montage Investments opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2016: 68 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #170 among its holdings.

442 funds tracked by Wall St. Rank hold IVE as of Q3 2016.

Montage Investments held 68 shares of iShares S&P 500 Value ETF worth $6K as of Q3 2016.
iShares S&P 500 Value ETF was a new Montage Investments position in Q3 2016.
iShares S&P 500 Value ETF made up ﹤0.01% of Montage Investments's portfolio in Q3 2016, its #170 holding.
442 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.