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Anchor Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Anchor Capital Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-10,100
Closed -$241K – 305
2014
Q4 		$241K Buy
+10,100
New +$236K ﹤0.01% 294

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Anchor Capital Advisors's IWF Position: Q1 2015 in Review

Anchor Capital Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2015, closing a stake of 10,100 shares — an estimated $241K sold.

Anchor Capital Advisors first reported a position in IWF in Q4 2014 and held it in 1 quarter. The position peaked at $241K in Q4 2014. 599 funds tracked by Wall St. Rank hold IWF as of Q1 2015.

  • Anchor Capital Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Anchor Capital Advisors sold 10,100 iShares Russell 1000 Growth ETF shares in Q1 2015, an estimated $241K.
  • Anchor Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and held it in 1 quarter.
  • Anchor Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $241K in Q4 2014.
  • 599 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2015.

Based on Anchor Capital Advisors's 13F filing for Q1 2015, filed 6 May 2015.