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

Princeton Capital Management Inc’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
2014
Q1 		– Sell
-3,068
Closed -$262K – 75
2013
Q4 		$262K Buy
+3,068
New +$253K 0.21% 64

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Princeton Capital Management Inc's IVE Position: Q1 2014 in Review

Princeton Capital Management Inc sold out of iShares S&P 500 Value ETF (IVE) in Q1 2014, closing a stake of 3,068 shares — an estimated $262K sold.

Princeton Capital Management Inc first reported a position in IVE in Q4 2013 and held it in 1 quarter. The position peaked at $262K in Q4 2013. 300 funds tracked by Wall St. Rank hold IVE as of Q1 2014.

  • Princeton Capital Management Inc reported no remaining iShares S&P 500 Value ETF position as of Q1 2014 after selling out during the quarter.
  • Princeton Capital Management Inc sold 3,068 iShares S&P 500 Value ETF shares in Q1 2014, an estimated $262K.
  • Princeton Capital Management Inc first reported a position in iShares S&P 500 Value ETF in Q4 2013 and held it in 1 quarter.
  • Princeton Capital Management Inc's iShares S&P 500 Value ETF position peaked at $262K in Q4 2013.
  • 300 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2014.

Based on Princeton Capital Management Inc's 13F filing for Q1 2014, filed 12 May 2014.