FMA
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FNY Managed Accounts’s iShares Russell 1000 Value ETF IWD Stock Holding History

FNY Managed Accounts’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
2018
Q1 		– Sell
-117,750
Closed -$14.6M – 711
2017
Q4 		$14.6M Buy
+117,750
New +$14.3M 13.43% 1

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FNY Managed Accounts's IWD Position: Q1 2018 in Review

FNY Managed Accounts sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2018, closing a stake of 117,750 shares — an estimated $14.6M sold.

FNY Managed Accounts first reported a position in IWD in Q4 2017 and held it in 1 quarter. The position peaked at $14.6M in Q4 2017. 832 funds tracked by Wall St. Rank hold IWD as of Q1 2018.

  • FNY Managed Accounts reported no remaining iShares Russell 1000 Value ETF position as of Q1 2018 after selling out during the quarter.
  • FNY Managed Accounts sold 117,750 iShares Russell 1000 Value ETF shares in Q1 2018, an estimated $14.6M.
  • FNY Managed Accounts first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 1 quarter.
  • FNY Managed Accounts's iShares Russell 1000 Value ETF position peaked at $14.6M in Q4 2017.
  • 832 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2018.

Based on FNY Managed Accounts's 13F filing for Q1 2018, filed 18 Apr 2018.