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Emerson Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Emerson Investment Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-720
Closed -$50K – 179
2014
Q3 		$50K Buy
+720
New +$51.6K 0.01% 166

Other funds holding IWS

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Emerson Investment Management's IWS Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2014, closing a stake of 720 shares — an estimated $50K sold.

Emerson Investment Management first reported a position in IWS in Q3 2014 and held it in 1 quarter. The position peaked at $50K in Q3 2014. 351 funds tracked by Wall St. Rank hold IWS as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 720 iShares Russell Mid-Cap Value ETF shares in Q4 2014, an estimated $50K.
  • Emerson Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $50K in Q3 2014.
  • 351 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.