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East Coast Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

East Coast Asset 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
2013
Q3 		– Sell
-1,409
Closed -$118K – 227
2013
Q2 		$118K Buy
+1,409
New +$117K 0.06% 170

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

East Coast Asset Management's IWD Position: Q3 2013 in Review

East Coast Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2013, closing a stake of 1,409 shares — an estimated $118K sold.

East Coast Asset Management first reported a position in IWD in Q2 2013 and held it in 1 quarter. The position peaked at $118K in Q2 2013. 378 funds tracked by Wall St. Rank hold IWD as of Q3 2013.

  • East Coast Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 1,409 iShares Russell 1000 Value ETF shares in Q3 2013, an estimated $118K.
  • East Coast Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's iShares Russell 1000 Value ETF position peaked at $118K in Q2 2013.
  • 378 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.