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Fort Point Capital Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Fort Point Capital Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,284
Closed -$549K – 128
2016
Q3 		$549K Buy
+4,284
New +$547K 0.25% 70

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P
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JMPWA
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Northern Trust
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EK
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Goldman Sachs
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Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

Fort Point Capital Partners's IWV Position: Q4 2016 in Review

Fort Point Capital Partners sold out of iShares Russell 3000 ETF (IWV) in Q4 2016, closing a stake of 4,284 shares — an estimated $549K sold.

Fort Point Capital Partners first reported a position in IWV in Q3 2016 and held it in 1 quarter. The position peaked at $549K in Q3 2016. 356 funds tracked by Wall St. Rank hold IWV as of Q4 2016.

  • Fort Point Capital Partners reported no remaining iShares Russell 3000 ETF position as of Q4 2016 after selling out during the quarter.
  • Fort Point Capital Partners sold 4,284 iShares Russell 3000 ETF shares in Q4 2016, an estimated $549K.
  • Fort Point Capital Partners first reported a position in iShares Russell 3000 ETF in Q3 2016 and held it in 1 quarter.
  • Fort Point Capital Partners's iShares Russell 3000 ETF position peaked at $549K in Q3 2016.
  • 356 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2016.

Based on Fort Point Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.