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Stanford Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-336
Closed -$32K – 352
2014
Q4 		$32K Buy
+336
New +$30.8K 0.03% 180

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Stanford Investment Group's IVE Position: Q1 2015 in Review

Stanford Investment Group sold out of iShares S&P 500 Value ETF (IVE) in Q1 2015, closing a stake of 336 shares — an estimated $32K sold.

Stanford Investment Group first reported a position in IVE in Q4 2014 and held it in 1 quarter. The position peaked at $32K in Q4 2014. 356 funds tracked by Wall St. Rank hold IVE as of Q1 2015.

  • Stanford Investment Group reported no remaining iShares S&P 500 Value ETF position as of Q1 2015 after selling out during the quarter.
  • Stanford Investment Group sold 336 iShares S&P 500 Value ETF shares in Q1 2015, an estimated $32K.
  • Stanford Investment Group first reported a position in iShares S&P 500 Value ETF in Q4 2014 and held it in 1 quarter.
  • Stanford Investment Group's iShares S&P 500 Value ETF position peaked at $32K in Q4 2014.
  • 356 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2015.

Based on Stanford Investment Group's 13F filing for Q1 2015, filed 18 Nov 2016.