BAMCO Inc
IWP icon

BAMCO Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BAMCO Inc’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
-936
Closed -$46K – 330
2016
Q4 		$46K Buy
+936
New +$45.1K ﹤0.01% 318
2015
Q1 		– Sell
-6,654
Closed -$310K – 364
2014
Q4 		$310K Buy
+6,654
New +$301K ﹤0.01% 350

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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BAMCO Inc's IWP Position: Q1 2017 in Review

BAMCO Inc sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2017, closing a stake of 936 shares — an estimated $46K sold.

BAMCO Inc first reported a position in IWP in Q4 2014 and held it in 2 quarters. The position peaked at $310K in Q4 2014. 406 funds tracked by Wall St. Rank hold IWP as of Q1 2017.

  • BAMCO Inc reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • BAMCO Inc sold 936 iShares Russell Mid-Cap Growth ETF shares in Q1 2017, an estimated $46K.
  • BAMCO Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 2 quarters.
  • BAMCO Inc's iShares Russell Mid-Cap Growth ETF position peaked at $310K in Q4 2014.
  • 406 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2017.

Based on BAMCO Inc's 13F filing for Q1 2017, filed 15 May 2017.