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Advisors Preferred’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Advisors Preferred’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,702
Closed -$315K – 391
2014
Q1 		$315K Buy
+7,702
New +$306K 0.14% 120

Other funds holding IWX

RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return

Advisors Preferred's IWX Position: Q2 2014 in Review

Advisors Preferred sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2014, closing a stake of 7,702 shares — an estimated $315K sold.

Advisors Preferred first reported a position in IWX in Q1 2014 and held it in 1 quarter. The position peaked at $315K in Q1 2014. 24 funds tracked by Wall St. Rank hold IWX as of Q2 2014.

  • Advisors Preferred reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2014 after selling out during the quarter.
  • Advisors Preferred sold 7,702 iShares Russell Top 200 Value ETF shares in Q2 2014, an estimated $315K.
  • Advisors Preferred first reported a position in iShares Russell Top 200 Value ETF in Q1 2014 and held it in 1 quarter.
  • Advisors Preferred's iShares Russell Top 200 Value ETF position peaked at $315K in Q1 2014.
  • 24 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2014.

Based on Advisors Preferred's 13F filing for Q2 2014, filed 31 Jul 2014.