Arden Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Arden Trust’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 Q1	–	Sell	-6,972	Closed	-$261K	–	334
2013 Q4	$261K	Buy	+6,972	New	+$252K	0.03%	280

Other funds holding IWR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $27.4B AUM 24.17% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arden Trust's IWR Position: Q1 2014 in Review

Arden Trust sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2014, closing a stake of 6,972 shares — an estimated $261K sold.

Arden Trust first reported a position in IWR in Q4 2013 and held it in 1 quarter. The position peaked at $261K in Q4 2013. 398 funds tracked by Wall St. Rank hold IWR as of Q1 2014.

Arden Trust reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2014 after selling out during the quarter.
Arden Trust sold 6,972 iShares Russell Mid-Cap ETF shares in Q1 2014, an estimated $261K.
Arden Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 1 quarter.
Arden Trust's iShares Russell Mid-Cap ETF position peaked at $261K in Q4 2013.
398 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2014.

Based on Arden Trust's 13F filing for Q1 2014, filed 15 Apr 2014.