Strategic Capital Alternatives’s iShares S&P 500 Value ETF IVE Stock Holding History

Strategic Capital Alternatives’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 Q3	$305K	Buy	+3,625	New	+$324K	0.06%	170

Other funds holding IVE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Strategic Capital Alternatives's IVE Position: Q3 2015 in Review

Strategic Capital Alternatives opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2015: 3,625 shares worth $305K. The stake represents 0.06% of the portfolio and ranks #170 among its holdings.

359 funds tracked by Wall St. Rank hold IVE as of Q3 2015.

Strategic Capital Alternatives held 3,625 shares of iShares S&P 500 Value ETF worth $305K as of Q3 2015.
iShares S&P 500 Value ETF was a new Strategic Capital Alternatives position in Q3 2015.
iShares S&P 500 Value ETF made up 0.06% of Strategic Capital Alternatives's portfolio in Q3 2015, its #170 holding.
359 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.