Cumberland Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cumberland Advisors’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
2014 Q3	–	Sell	-294,080	Closed	-$12M	–	73
2014 Q2	$12M	Sell	294,080 -5,560	-2%	-$217K	7.64%	2
2014 Q1	$11.6M	Buy	+299,640	New	+$11.4M	6.66%	4

Other funds holding IWR

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

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

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

TCT

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Cumberland Advisors's IWR Position: Q3 2014 in Review

Cumberland Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2014, closing a stake of 294,080 shares — an estimated $12M sold.

Cumberland Advisors first reported a position in IWR in Q1 2014 and held it in 2 quarters. The position peaked at $12M in Q2 2014. 394 funds tracked by Wall St. Rank hold IWR as of Q3 2014.

Cumberland Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
Cumberland Advisors sold 294,080 iShares Russell Mid-Cap ETF shares in Q3 2014, an estimated $12M.
Cumberland Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and held it in 2 quarters.
Cumberland Advisors's iShares Russell Mid-Cap ETF position peaked at $12M in Q2 2014.
394 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2014.

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