United Bank (West Virginia)’s iShares S&P 500 Value ETF IVE Stock Holding History

United Bank (West Virginia)’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	–	Sell	-19,114	Closed	-$1.76M	–	101
2015 Q2	$1.76M	Sell	19,114 -820	-4%	-$77.4K	0.78%	25
2015 Q1	$1.84M	Sell	19,934 -1,938	-9%	-$180K	0.78%	25
2014 Q4	$2.05M	Hold	21,872	–	–	0.76%	25
2014 Q3	$1.97M	Sell	21,872 -376	-2%	-$34.2K	0.74%	28
2014 Q2	$2.01M	Hold	22,248	–	–	0.75%	25
2014 Q1	$1.93M	Hold	22,248	–	–	0.76%	26
2013 Q4	$1.9M	Hold	22,248	–	–	0.76%	25
2013 Q3	$1.74M	Hold	22,248	–	–	0.75%	26
2013 Q2	$1.69M	Buy	+22,248	New	+$1.69M	0.76%	26

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 29.18% 1-Year Est. Return

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

United Bank (West Virginia)'s IVE Position: Q3 2015 in Review

United Bank (West Virginia) sold out of iShares S&P 500 Value ETF (IVE) in Q3 2015, closing a stake of 19,114 shares — an estimated $1.76M sold.

United Bank (West Virginia) first reported a position in IVE in Q2 2013 and held it in 9 quarters. The position peaked at $2.05M in Q4 2014. 359 funds tracked by Wall St. Rank hold IVE as of Q3 2015.

United Bank (West Virginia) reported no remaining iShares S&P 500 Value ETF position as of Q3 2015 after selling out during the quarter.
United Bank (West Virginia) sold 19,114 iShares S&P 500 Value ETF shares in Q3 2015, an estimated $1.76M.
United Bank (West Virginia) first reported a position in iShares S&P 500 Value ETF in Q2 2013 and held it in 9 quarters.
United Bank (West Virginia)'s iShares S&P 500 Value ETF position peaked at $2.05M in Q4 2014.
359 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2015.

Based on United Bank (West Virginia)'s 13F filing for Q3 2015, filed 30 Oct 2015.