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CIM LLC’s iShares Russell 1000 ETF IWB Stock Holding History

CIM LLC’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-14,015
Closed -$1.69M – 92
2016
Q3 		$1.69M Sell
14,015
-41,050
-75% -$4.93M 0.79% 23
2016
Q2 		$6.44M Buy
+55,065
New +$6.35M 3.22% 18

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

CIM LLC's IWB Position: Q4 2016 in Review

CIM LLC sold out of iShares Russell 1000 ETF (IWB) in Q4 2016, closing a stake of 14,015 shares — an estimated $1.69M sold.

CIM LLC first reported a position in IWB in Q2 2016 and held it in 2 quarters. The position peaked at $6.44M in Q2 2016. 499 funds tracked by Wall St. Rank hold IWB as of Q4 2016.

  • CIM LLC reported no remaining iShares Russell 1000 ETF position as of Q4 2016 after selling out during the quarter.
  • CIM LLC sold 14,015 iShares Russell 1000 ETF shares in Q4 2016, an estimated $1.69M.
  • CIM LLC first reported a position in iShares Russell 1000 ETF in Q2 2016 and held it in 2 quarters.
  • CIM LLC's iShares Russell 1000 ETF position peaked at $6.44M in Q2 2016.
  • 499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2016.

Based on CIM LLC's 13F filing for Q4 2016, filed 24 Jan 2017.