BP
IVW icon

Banyan Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Banyan Partners’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-38,548
Closed -$952K – 403
2013
Q4 		$952K Sell
38,548
-14,164
-27% -$334K 0.07% 236
2013
Q3 		$1.18M Buy
+52,712
New +$1.16M 0.1% 165

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Banyan Partners's IVW Position: Q1 2014 in Review

Banyan Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2014, closing a stake of 38,548 shares — an estimated $952K sold.

Banyan Partners first reported a position in IVW in Q3 2013 and held it in 2 quarters. The position peaked at $1.18M in Q3 2013. 344 funds tracked by Wall St. Rank hold IVW as of Q1 2014.

  • Banyan Partners reported no remaining iShares S&P 500 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 38,548 iShares S&P 500 Growth ETF shares in Q1 2014, an estimated $952K.
  • Banyan Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and held it in 2 quarters.
  • Banyan Partners's iShares S&P 500 Growth ETF position peaked at $1.18M in Q3 2013.
  • 344 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.