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Sheaff Brock Investment Advisors’s Elevance Health ELV Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,107
Closed -$1.15M – 582
2017
Q2 		$1.15M Buy
+6,107
New +$1.1M 0.15% 130

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Sheaff Brock Investment Advisors's ELV Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Elevance Health (ELV) in Q3 2017, closing a stake of 6,107 shares — an estimated $1.15M sold.

Sheaff Brock Investment Advisors first reported a position in ELV in Q2 2017 and held it in 1 quarter. The position peaked at $1.15M in Q2 2017. 844 funds tracked by Wall St. Rank hold ELV as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining Elevance Health position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,107 Elevance Health shares in Q3 2017, an estimated $1.15M.
  • Sheaff Brock Investment Advisors first reported a position in Elevance Health in Q2 2017 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Elevance Health position peaked at $1.15M in Q2 2017.
  • 844 funds tracked by Wall St. Rank held Elevance Health as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.