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Banyan Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Banyan Partners’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-21,493
Closed -$2.02M – 404
2013
Q4 		$2.02M Sell
21,493
-3,474
-14% -$315K 0.14% 158
2013
Q3 		$2.15M Buy
+24,967
New +$2.17M 0.19% 109

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Banyan Partners's IWD Position: Q1 2014 in Review

Banyan Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2014, closing a stake of 21,493 shares — an estimated $2.02M sold.

Banyan Partners first reported a position in IWD in Q3 2013 and held it in 2 quarters. The position peaked at $2.15M in Q3 2013. 435 funds tracked by Wall St. Rank hold IWD as of Q1 2014.

  • Banyan Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 21,493 iShares Russell 1000 Value ETF shares in Q1 2014, an estimated $2.02M.
  • Banyan Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2013 and held it in 2 quarters.
  • Banyan Partners's iShares Russell 1000 Value ETF position peaked at $2.15M in Q3 2013.
  • 435 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2014.

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