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Emerald Acquisition’s iShares Russell 1000 ETF IWB Stock Holding History

Emerald Acquisition’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
2016
Q3 		$2.48M Sell
20,563
-7,437
-27% -$894K ﹤0.01% 1631
2016
Q2 		$3.27M Buy
+28,000
New +$3.23M 0.01% 1588

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Emerald Acquisition's IWB Position: Q3 2016 in Review

Emerald Acquisition reduced its iShares Russell 1000 ETF (IWB) stake by 27% in Q3 2016, selling an estimated $894K and leaving 20,563 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Emerald Acquisition first reported a position in IWB in Q2 2016 and has held it in 2 quarters since. The position peaked at $3.27M in Q2 2016. 457 funds tracked by Wall St. Rank hold IWB as of Q3 2016.

  • Emerald Acquisition held 20,563 shares of iShares Russell 1000 ETF worth $2.48M as of Q3 2016.
  • Emerald Acquisition sold 7,437 iShares Russell 1000 ETF shares in Q3 2016, an estimated $894K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1631 holding.
  • Emerald Acquisition first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's iShares Russell 1000 ETF position peaked at $3.27M in Q2 2016.
  • 457 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.