First National Bank of Omaha’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

First National Bank of Omaha’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-5,760	Closed	-$275K	–	398
2014 Q2	$275K	Sell	5,760 -240	-4%	-$11.1K	0.02%	357
2014 Q1	$272K	Hold	6,000	–	–	0.02%	358
2013 Q4	$271K	Sell	6,000 -200	-3%	-$8.61K	0.02%	360
2013 Q3	$253K	Hold	6,200	–	–	0.02%	359
2013 Q2	$236	Buy	+6,200	New	+$239K	0.02%	362

Other funds holding IWY

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

First National Bank of Omaha's IWY Position: Q3 2014 in Review

First National Bank of Omaha sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2014, closing a stake of 5,760 shares — an estimated $275K sold.

First National Bank of Omaha first reported a position in IWY in Q2 2013 and held it in 5 quarters. The position peaked at $275K in Q2 2014. 30 funds tracked by Wall St. Rank hold IWY as of Q3 2014.

First National Bank of Omaha reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2014 after selling out during the quarter.
First National Bank of Omaha sold 5,760 iShares Russell Top 200 Growth ETF shares in Q3 2014, an estimated $275K.
First National Bank of Omaha first reported a position in iShares Russell Top 200 Growth ETF in Q2 2013 and held it in 5 quarters.
First National Bank of Omaha's iShares Russell Top 200 Growth ETF position peaked at $275K in Q2 2014.
30 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2014.

Based on First National Bank of Omaha's 13F filing for Q3 2014, filed 13 Nov 2014.