Bay Colony Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bay Colony Advisors’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
2018 Q3	–	Sell	-1,790	Closed	-$113K	–	556
2018 Q2	$113K	Buy	+1,790	New	+$113K	0.08%	232

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bay Colony Advisors's IWP Position: Q3 2018 in Review

Bay Colony Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2018, closing a stake of 1,790 shares — an estimated $113K sold.

Bay Colony Advisors first reported a position in IWP in Q2 2018 and held it in 1 quarter. The position peaked at $113K in Q2 2018. 509 funds tracked by Wall St. Rank hold IWP as of Q3 2018.

Bay Colony Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
Bay Colony Advisors sold 1,790 iShares Russell Mid-Cap Growth ETF shares in Q3 2018, an estimated $113K.
Bay Colony Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and held it in 1 quarter.
Bay Colony Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $113K in Q2 2018.
509 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.