Canada Pension Plan Investment Board
IWD icon

Canada Pension Plan Investment Board’s iShares Russell 1000 Value ETF IWD Stock Holding History

Canada Pension Plan Investment Board’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-95,000
Closed -$9.79M – 1286
2015
Q1 		$9.79M Sell
95,000
-145,000
-60% -$15M 0.04% 459
2014
Q4 		$25.1M Buy
+240,000
New +$24.5M 0.08% 231

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EFS
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Canada Pension Plan Investment Board's IWD Position: Q2 2015 in Review

Canada Pension Plan Investment Board sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2015, closing a stake of 95,000 shares — an estimated $9.79M sold.

Canada Pension Plan Investment Board first reported a position in IWD in Q4 2014 and held it in 2 quarters. The position peaked at $25.1M in Q4 2014. 507 funds tracked by Wall St. Rank hold IWD as of Q2 2015.

  • Canada Pension Plan Investment Board reported no remaining iShares Russell 1000 Value ETF position as of Q2 2015 after selling out during the quarter.
  • Canada Pension Plan Investment Board sold 95,000 iShares Russell 1000 Value ETF shares in Q2 2015, an estimated $9.79M.
  • Canada Pension Plan Investment Board first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 2 quarters.
  • Canada Pension Plan Investment Board's iShares Russell 1000 Value ETF position peaked at $25.1M in Q4 2014.
  • 507 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2015.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2015, filed 12 Aug 2015.