Canada Life
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Canada Life’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Canada Life’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-7,882
Closed -$253K – 2280
2013
Q3 		$253K Sell
7,882
-1,358
-15% -$42.7K ﹤0.01% 893
2013
Q2 		$275K Buy
+9,240
New +$277K ﹤0.01% 574

Other funds holding IUSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Canada Life's IUSG Position: Q4 2013 in Review

Canada Life sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2013, closing a stake of 7,882 shares — an estimated $253K sold.

Canada Life first reported a position in IUSG in Q2 2013 and held it in 2 quarters. The position peaked at $275K in Q2 2013. 66 funds tracked by Wall St. Rank hold IUSG as of Q4 2013.

  • Canada Life reported no remaining iShares Core S&P US Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Canada Life sold 7,882 iShares Core S&P US Growth ETF shares in Q4 2013, an estimated $253K.
  • Canada Life first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and held it in 2 quarters.
  • Canada Life's iShares Core S&P US Growth ETF position peaked at $275K in Q2 2013.
  • 66 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2013.

Based on Canada Life's 13F filing for Q4 2013, filed 31 Jan 2014.