Columbia Partners Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Columbia Partners Investment Management’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
2018 Q1	–	Sell	-7,253	Closed	-$901K	–	234
2017 Q4	$901K	Hold	7,253	–	–	0.12%	172
2017 Q3	$859K	Hold	7,253	–	–	0.11%	169
2017 Q2	$844K	Hold	7,253	–	–	0.11%	188
2017 Q1	$833K	Hold	7,253	–	–	0.11%	185
2016 Q4	$812K	Hold	7,253	–	–	0.07%	253
2016 Q3	$766K	Buy	+7,253	New	+$765K	0.06%	258

Other funds holding IWD

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Columbia Partners Investment Management's IWD Position: Q1 2018 in Review

Columbia Partners Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2018, closing a stake of 7,253 shares — an estimated $901K sold.

Columbia Partners Investment Management first reported a position in IWD in Q3 2016 and held it in 6 quarters. The position peaked at $901K in Q4 2017. 832 funds tracked by Wall St. Rank hold IWD as of Q1 2018.

Columbia Partners Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2018 after selling out during the quarter.
Columbia Partners Investment Management sold 7,253 iShares Russell 1000 Value ETF shares in Q1 2018, an estimated $901K.
Columbia Partners Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and held it in 6 quarters.
Columbia Partners Investment Management's iShares Russell 1000 Value ETF position peaked at $901K in Q4 2017.
832 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2018.

Based on Columbia Partners Investment Management's 13F filing for Q1 2018, filed 15 May 2018.