Banyan Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Banyan Partners’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-98,796	Closed	-$2.12M	–	405
2013 Q4	$2.12M	Sell	98,796 -24,572	-20%	-$504K	0.15%	148
2013 Q3	$2.41M	Buy	+123,368	New	+$2.36M	0.21%	105

Other funds holding IWF

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

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

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

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

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

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Banyan Partners's IWF Position: Q1 2014 in Review

Banyan Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2014, closing a stake of 98,796 shares — an estimated $2.12M sold.

Banyan Partners first reported a position in IWF in Q3 2013 and held it in 2 quarters. The position peaked at $2.41M in Q3 2013. 491 funds tracked by Wall St. Rank hold IWF as of Q1 2014.

Banyan Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2014 after selling out during the quarter.
Banyan Partners sold 98,796 iShares Russell 1000 Growth ETF shares in Q1 2014, an estimated $2.12M.
Banyan Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and held it in 2 quarters.
Banyan Partners's iShares Russell 1000 Growth ETF position peaked at $2.41M in Q3 2013.
491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2014.

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