Cumberland Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cumberland Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-554,780	Closed	-$12.6M	–	72
2014 Q2	$12.6M	Sell	554,780 -10,460	-2%	-$230K	8.06%	1
2014 Q1	$12.2M	Buy	+565,240	New	+$12.1M	7.02%	2

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Cumberland Advisors's IWF Position: Q3 2014 in Review

Cumberland Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2014, closing a stake of 554,780 shares — an estimated $12.6M sold.

Cumberland Advisors first reported a position in IWF in Q1 2014 and held it in 2 quarters. The position peaked at $12.6M in Q2 2014. 507 funds tracked by Wall St. Rank hold IWF as of Q3 2014.

Cumberland Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2014 after selling out during the quarter.
Cumberland Advisors sold 554,780 iShares Russell 1000 Growth ETF shares in Q3 2014, an estimated $12.6M.
Cumberland Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and held it in 2 quarters.
Cumberland Advisors's iShares Russell 1000 Growth ETF position peaked at $12.6M in Q2 2014.
507 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2014.

Based on Cumberland Advisors's 13F filing for Q3 2014, filed 6 Oct 2014.