Chartwell Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Chartwell Investment Partners’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
2014 Q2	–	Sell	-7,800	Closed	-$335K	–	352
2014 Q1	$335K	Hold	7,800	–	–	0.01%	332
2013 Q4	$329K	Hold	7,800	–	–	0.01%	345
2013 Q3	$305K	Hold	7,800	–	–	0.01%	350
2013 Q2	$280K	Buy	+7,800	New	+$279K	0.01%	324

Other funds holding IWP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Chartwell Investment Partners's IWP Position: Q2 2014 in Review

Chartwell Investment Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2014, closing a stake of 7,800 shares — an estimated $335K sold.

Chartwell Investment Partners first reported a position in IWP in Q2 2013 and held it in 4 quarters. The position peaked at $335K in Q1 2014. 275 funds tracked by Wall St. Rank hold IWP as of Q2 2014.

Chartwell Investment Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
Chartwell Investment Partners sold 7,800 iShares Russell Mid-Cap Growth ETF shares in Q2 2014, an estimated $335K.
Chartwell Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 4 quarters.
Chartwell Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $335K in Q1 2014.
275 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2014.

Based on Chartwell Investment Partners's 13F filing for Q2 2014, filed 13 Aug 2014.