Bank of the West’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bank of the West’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
2016 Q4	–	Sell	-6,276	Closed	-$306K	–	305
2016 Q3	$306K	Hold	6,276	–	–	0.04%	248
2016 Q2	$294K	Hold	6,276	–	–	0.04%	249
2016 Q1	$289K	Hold	6,276	–	–	0.04%	240
2015 Q4	$288K	Hold	6,276	–	–	0.04%	248
2015 Q3	$278K	Sell	6,276 -2,000	-24%	-$94.8K	0.04%	247
2015 Q2	$401K	Hold	8,276	–	–	0.06%	214
2015 Q1	$405K	Hold	8,276	–	–	0.06%	219
2014 Q4	$386K	Buy	+8,276	New	+$374K	0.06%	224

Other funds holding IWP

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

TCT

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of the West's IWP Position: Q4 2016 in Review

Bank of the West sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2016, closing a stake of 6,276 shares — an estimated $306K sold.

Bank of the West first reported a position in IWP in Q4 2014 and held it in 8 quarters. The position peaked at $405K in Q1 2015. 407 funds tracked by Wall St. Rank hold IWP as of Q4 2016.

Bank of the West reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
Bank of the West sold 6,276 iShares Russell Mid-Cap Growth ETF shares in Q4 2016, an estimated $306K.
Bank of the West first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 8 quarters.
Bank of the West's iShares Russell Mid-Cap Growth ETF position peaked at $405K in Q1 2015.
407 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2016.

Based on Bank of the West's 13F filing for Q4 2016, filed 12 Jan 2017.