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BHF Kleinwort Benson Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

BHF Kleinwort Benson Group’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
Q3 		– Sell
-1,928
Closed -$51K – 549
2014
Q2 		$51K Hold
1,928
– – ﹤0.01% 477
2014
Q1 		$48K Buy
+1,928
New +$47.6K ﹤0.01% 499

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

BHF Kleinwort Benson Group's IVW Position: Q3 2014 in Review

BHF Kleinwort Benson Group sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2014, closing a stake of 1,928 shares — an estimated $51K sold.

BHF Kleinwort Benson Group first reported a position in IVW in Q1 2014 and held it in 2 quarters. The position peaked at $51K in Q2 2014. 347 funds tracked by Wall St. Rank hold IVW as of Q3 2014.

  • BHF Kleinwort Benson Group reported no remaining iShares S&P 500 Growth ETF position as of Q3 2014 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 1,928 iShares S&P 500 Growth ETF shares in Q3 2014, an estimated $51K.
  • BHF Kleinwort Benson Group first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and held it in 2 quarters.
  • BHF Kleinwort Benson Group's iShares S&P 500 Growth ETF position peaked at $51K in Q2 2014.
  • 347 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2014.

Based on BHF Kleinwort Benson Group's 13F filing for Q3 2014, filed 20 Feb 2015.