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Peachtree Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-856
Closed -$79K – 174
2015
Q2 		$79K Hold
856
– – 0.06% 168
2015
Q1 		$79K Hold
856
– – 0.06% 175
2014
Q4 		$80K Hold
856
– – 0.05% 182
2014
Q3 		$77K Buy
+856
New +$77.8K 0.05% 182

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Peachtree Investment Advisors's IVE Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q3 2015, closing a stake of 856 shares — an estimated $79K sold.

Peachtree Investment Advisors first reported a position in IVE in Q3 2014 and held it in 4 quarters. The position peaked at $80K in Q4 2014. 359 funds tracked by Wall St. Rank hold IVE as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares S&P 500 Value ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 856 iShares S&P 500 Value ETF shares in Q3 2015, an estimated $79K.
  • Peachtree Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares S&P 500 Value ETF position peaked at $80K in Q4 2014.
  • 359 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.