Cetera Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cetera Investment Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-4,812	Closed	-$202K	–	113
2016 Q2	$202K	Sell	4,812 -2,480	-34%	-$102K	0.12%	110
2016 Q1	$298K	Sell	7,292 -40	-0.5%	-$1.52K	0.15%	105
2015 Q4	$293K	Buy	+7,332	New	+$299K	0.12%	131

Other funds holding IWR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Management's IWR Position: Q3 2016 in Review

Cetera Investment Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2016, closing a stake of 4,812 shares — an estimated $202K sold.

Cetera Investment Management first reported a position in IWR in Q4 2015 and held it in 3 quarters. The position peaked at $298K in Q1 2016. 496 funds tracked by Wall St. Rank hold IWR as of Q3 2016.

Cetera Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2016 after selling out during the quarter.
Cetera Investment Management sold 4,812 iShares Russell Mid-Cap ETF shares in Q3 2016, an estimated $202K.
Cetera Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 3 quarters.
Cetera Investment Management's iShares Russell Mid-Cap ETF position peaked at $298K in Q1 2016.
496 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2016.

Based on Cetera Investment Management's 13F filing for Q3 2016, filed 15 Nov 2016.