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AMP Capital Investors’s iShares Russell 1000 Value ETF IWD Stock Holding History

AMP Capital Investors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-201,073
Closed -$21.1M – 1256
2016
Q3 		$21.1M Sell
201,073
-165,422
-45% -$17.4M 0.13% 184
2016
Q2 		$37.3M Sell
366,495
-94,700
-21% -$9.56M 0.25% 92
2016
Q1 		$45.7M Buy
+461,195
New +$43.2M 0.31% 76

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

AMP Capital Investors's IWD Position: Q4 2016 in Review

AMP Capital Investors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2016, closing a stake of 201,073 shares — an estimated $21.1M sold.

AMP Capital Investors first reported a position in IWD in Q1 2016 and held it in 3 quarters. The position peaked at $45.7M in Q1 2016. 688 funds tracked by Wall St. Rank hold IWD as of Q4 2016.

  • AMP Capital Investors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2016 after selling out during the quarter.
  • AMP Capital Investors sold 201,073 iShares Russell 1000 Value ETF shares in Q4 2016, an estimated $21.1M.
  • AMP Capital Investors first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and held it in 3 quarters.
  • AMP Capital Investors's iShares Russell 1000 Value ETF position peaked at $45.7M in Q1 2016.
  • 688 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2016.

Based on AMP Capital Investors's 13F filing for Q4 2016, filed 13 Feb 2017.