Antonetti Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Antonetti Capital Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-960	Closed	-$39K	–	161
2014 Q2	$39K	Hold	960	–	–	0.03%	117
2014 Q1	$37K	Sell	960 -480	-33%	-$18.2K	0.03%	128
2013 Q4	$54K	Hold	1,440	–	–	0.05%	115
2013 Q3	$50K	Hold	1,440	–	–	0.05%	156
2013 Q2	$47K	Buy	+1,440	New	+$46.7K	0.05%	161

Other funds holding IWR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Antonetti Capital Management's IWR Position: Q3 2014 in Review

Antonetti Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2014, closing a stake of 960 shares — an estimated $39K sold.

Antonetti Capital Management first reported a position in IWR in Q2 2013 and held it in 5 quarters. The position peaked at $54K in Q4 2013. 394 funds tracked by Wall St. Rank hold IWR as of Q3 2014.

Antonetti Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
Antonetti Capital Management sold 960 iShares Russell Mid-Cap ETF shares in Q3 2014, an estimated $39K.
Antonetti Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 5 quarters.
Antonetti Capital Management's iShares Russell Mid-Cap ETF position peaked at $54K in Q4 2013.
394 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2014.

Based on Antonetti Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.