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Eagle Capital Management (Louisiana)’s iShares Russell 1000 ETF IWB Stock Holding History

Eagle Capital Management (Louisiana)’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
2014
Q1 		– Sell
-7,815
Closed -$806K – 72
2013
Q4 		$806K Buy
+7,815
New +$773K 0.35% 61

Other funds holding IWB

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s IWB Position: Q1 2014 in Review

Eagle Capital Management (Louisiana) sold out of iShares Russell 1000 ETF (IWB) in Q1 2014, closing a stake of 7,815 shares — an estimated $806K sold.

Eagle Capital Management (Louisiana) first reported a position in IWB in Q4 2013 and held it in 1 quarter. The position peaked at $806K in Q4 2013. 321 funds tracked by Wall St. Rank hold IWB as of Q1 2014.

  • Eagle Capital Management (Louisiana) reported no remaining iShares Russell 1000 ETF position as of Q1 2014 after selling out during the quarter.
  • Eagle Capital Management (Louisiana) sold 7,815 iShares Russell 1000 ETF shares in Q1 2014, an estimated $806K.
  • Eagle Capital Management (Louisiana) first reported a position in iShares Russell 1000 ETF in Q4 2013 and held it in 1 quarter.
  • Eagle Capital Management (Louisiana)'s iShares Russell 1000 ETF position peaked at $806K in Q4 2013.
  • 321 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2014.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q1 2014, filed 9 Apr 2014.