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Alambic Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Alambic Investment Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,800
Closed -$282K – 648
2016
Q4 		$282K Buy
+5,800
New +$280K 0.05% 436

Other funds holding IWP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Alambic Investment Management's IWP Position: Q1 2017 in Review

Alambic Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2017, closing a stake of 5,800 shares — an estimated $282K sold.

Alambic Investment Management first reported a position in IWP in Q4 2016 and held it in 1 quarter. The position peaked at $282K in Q4 2016. 406 funds tracked by Wall St. Rank hold IWP as of Q1 2017.

  • Alambic Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Alambic Investment Management sold 5,800 iShares Russell Mid-Cap Growth ETF shares in Q1 2017, an estimated $282K.
  • Alambic Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and held it in 1 quarter.
  • Alambic Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $282K in Q4 2016.
  • 406 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2017.

Based on Alambic Investment Management's 13F filing for Q1 2017, filed 9 May 2017.