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Banyan Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Banyan Partners’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,959
Closed -$294K – 407
2013
Q4 		$294K Hold
2,959
– – 0.02% 362
2013
Q3 		$271K Buy
+2,959
New +$267K 0.02% 274

Other funds holding IWN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Banyan Partners's IWN Position: Q1 2014 in Review

Banyan Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2014, closing a stake of 2,959 shares — an estimated $294K sold.

Banyan Partners first reported a position in IWN in Q3 2013 and held it in 2 quarters. The position peaked at $294K in Q4 2013. 375 funds tracked by Wall St. Rank hold IWN as of Q1 2014.

  • Banyan Partners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 2,959 iShares Russell 2000 Value ETF shares in Q1 2014, an estimated $294K.
  • Banyan Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2013 and held it in 2 quarters.
  • Banyan Partners's iShares Russell 2000 Value ETF position peaked at $294K in Q4 2013.
  • 375 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2014.

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