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Peak Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Peak Capital Management’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
2017
Q4 		– Sell
-2,106
Closed -$227K – 59
2017
Q3 		$227K Sell
2,106
-799
-28% -$84.6K 0.15% 59
2017
Q2 		$305K Buy
+2,905
New +$303K 0.17% 93

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Peak Capital Management's IVE Position: Q4 2017 in Review

Peak Capital Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2017, closing a stake of 2,106 shares — an estimated $227K sold.

Peak Capital Management first reported a position in IVE in Q2 2017 and held it in 2 quarters. The position peaked at $305K in Q2 2017. 621 funds tracked by Wall St. Rank hold IVE as of Q4 2017.

  • Peak Capital Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2017 after selling out during the quarter.
  • Peak Capital Management sold 2,106 iShares S&P 500 Value ETF shares in Q4 2017, an estimated $227K.
  • Peak Capital Management first reported a position in iShares S&P 500 Value ETF in Q2 2017 and held it in 2 quarters.
  • Peak Capital Management's iShares S&P 500 Value ETF position peaked at $305K in Q2 2017.
  • 621 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2017.

Based on Peak Capital Management's 13F filing for Q4 2017, filed 8 Jan 2018.