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Obermeyer Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-271
Closed -$21K – 171
2013
Q2 		$21K Buy
+271
New +$20.6K 0.01% 192

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Obermeyer Wealth Partners's IVE Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of iShares S&P 500 Value ETF (IVE) in Q3 2013, closing a stake of 271 shares — an estimated $21K sold.

Obermeyer Wealth Partners first reported a position in IVE in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 256 funds tracked by Wall St. Rank hold IVE as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares S&P 500 Value ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 271 iShares S&P 500 Value ETF shares in Q3 2013, an estimated $21K.
  • Obermeyer Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares S&P 500 Value ETF position peaked at $21K in Q2 2013.
  • 256 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.