HCMNY
IWD icon

Howard Capital Management (New York)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Howard Capital Management (New York)’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
2014
Q1 		– Sell
-3,556
Closed -$335K – 101
2013
Q4 		$335K Buy
+3,556
New +$322K 0.07% 83

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Howard Capital Management (New York)'s IWD Position: Q1 2014 in Review

Howard Capital Management (New York) sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2014, closing a stake of 3,556 shares — an estimated $335K sold.

Howard Capital Management (New York) first reported a position in IWD in Q4 2013 and held it in 1 quarter. The position peaked at $335K in Q4 2013. 436 funds tracked by Wall St. Rank hold IWD as of Q1 2014.

  • Howard Capital Management (New York) reported no remaining iShares Russell 1000 Value ETF position as of Q1 2014 after selling out during the quarter.
  • Howard Capital Management (New York) sold 3,556 iShares Russell 1000 Value ETF shares in Q1 2014, an estimated $335K.
  • Howard Capital Management (New York) first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and held it in 1 quarter.
  • Howard Capital Management (New York)'s iShares Russell 1000 Value ETF position peaked at $335K in Q4 2013.
  • 436 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2014.

Based on Howard Capital Management (New York)'s 13F filing for Q1 2014, filed 16 Apr 2014.