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SteelBridge Private Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

SteelBridge Private Wealth 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
2016
Q2 		– Sell
-3,264
Closed -$294K – 50
2016
Q1 		$294K Buy
+3,264
New +$279K 0.6% 30

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SteelBridge Private Wealth Advisors's IVE Position: Q2 2016 in Review

SteelBridge Private Wealth Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2016, closing a stake of 3,264 shares — an estimated $294K sold.

SteelBridge Private Wealth Advisors first reported a position in IVE in Q1 2016 and held it in 1 quarter. The position peaked at $294K in Q1 2016. 442 funds tracked by Wall St. Rank hold IVE as of Q2 2016.

  • SteelBridge Private Wealth Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2016 after selling out during the quarter.
  • SteelBridge Private Wealth Advisors sold 3,264 iShares S&P 500 Value ETF shares in Q2 2016, an estimated $294K.
  • SteelBridge Private Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2016 and held it in 1 quarter.
  • SteelBridge Private Wealth Advisors's iShares S&P 500 Value ETF position peaked at $294K in Q1 2016.
  • 442 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2016.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.