Highlander Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Highlander Capital Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-173	Closed	-$21K	–	781
2016 Q3	$21K	Hold	173	–	–	0.02%	515
2016 Q2	$20K	Hold	173	–	–	0.02%	525
2016 Q1	$20K	Hold	173	–	–	0.02%	521
2015 Q4	$20K	Hold	173	–	–	0.02%	526
2015 Q3	$18K	Hold	173	–	–	0.02%	553
2015 Q2	$20K	Hold	173	–	–	0.02%	535
2015 Q1	$20K	Hold	173	–	–	0.02%	550
2014 Q4	$20K	Hold	173	–	–	0.02%	565
2014 Q3	$19K	Hold	173	–	–	0.02%	546
2014 Q2	$19K	Hold	173	–	–	0.02%	538
2014 Q1	$18.1K	Buy	+173	New	+$17.8K	0.02%	548

Other funds holding IWB

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Highlander Capital Management's IWB Position: Q4 2016 in Review

Highlander Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2016, closing a stake of 173 shares — an estimated $21K sold.

Highlander Capital Management first reported a position in IWB in Q1 2014 and held it in 11 quarters. The position peaked at $21K in Q3 2016. 499 funds tracked by Wall St. Rank hold IWB as of Q4 2016.

Highlander Capital Management reported no remaining iShares Russell 1000 ETF position as of Q4 2016 after selling out during the quarter.
Highlander Capital Management sold 173 iShares Russell 1000 ETF shares in Q4 2016, an estimated $21K.
Highlander Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2014 and held it in 11 quarters.
Highlander Capital Management's iShares Russell 1000 ETF position peaked at $21K in Q3 2016.
499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2016.

Based on Highlander Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.