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Granite Investment Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Granite Investment Partners’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
2018
Q4 		– Sell
-406
Closed -$34K – 353
2018
Q3 		$34K Buy
406
+2
+0.5% +$181 ﹤0.01% 314
2018
Q2 		$36K Buy
+404
New +$35.5K ﹤0.01% 311

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Granite Investment Partners's IWS Position: Q4 2018 in Review

Granite Investment Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2018, closing a stake of 406 shares — an estimated $34K sold.

Granite Investment Partners first reported a position in IWS in Q2 2018 and held it in 2 quarters. The position peaked at $36K in Q2 2018. 532 funds tracked by Wall St. Rank hold IWS as of Q4 2018.

  • Granite Investment Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Granite Investment Partners sold 406 iShares Russell Mid-Cap Value ETF shares in Q4 2018, an estimated $34K.
  • Granite Investment Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2018 and held it in 2 quarters.
  • Granite Investment Partners's iShares Russell Mid-Cap Value ETF position peaked at $36K in Q2 2018.
  • 532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2018.

Based on Granite Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.