US Financial Advisors’s Elevance Health ELV Stock Holding History

US Financial 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
2016 Q1	–	Sell	-314	Closed	-$44K	–	513
2015 Q4	$44K	Hold	314	–	–	0.04%	152
2015 Q3	$44K	Hold	314	–	–	0.07%	113
2015 Q2	$52K	Hold	314	–	–	0.05%	98
2015 Q1	$48K	Hold	314	–	–	0.04%	112
2014 Q4	$40K	Buy	+314	New	+$38.8K	0.04%	123

Other funds holding ELV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

US Financial Advisors's ELV Position: Q1 2016 in Review

US Financial Advisors sold out of Elevance Health (ELV) in Q1 2016, closing a stake of 314 shares — an estimated $44K sold.

US Financial Advisors first reported a position in ELV in Q4 2014 and held it in 5 quarters. The position peaked at $52K in Q2 2015. 770 funds tracked by Wall St. Rank hold ELV as of Q1 2016.

US Financial Advisors reported no remaining Elevance Health position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 314 Elevance Health shares in Q1 2016, an estimated $44K.
US Financial Advisors first reported a position in Elevance Health in Q4 2014 and held it in 5 quarters.
US Financial Advisors's Elevance Health position peaked at $52K in Q2 2015.
770 funds tracked by Wall St. Rank held Elevance Health as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.