J.P. Turner & Co Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

J.P. Turner & Co Capital Management’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
2015 Q1	–	Sell	-3,866	Closed	-$406K	–	216
2014 Q4	$406K	Buy	+3,866	New	+$394K	0.39%	83

Other funds holding IWD

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

J.P. Turner & Co Capital Management's IWD Position: Q1 2015 in Review

J.P. Turner & Co Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2015, closing a stake of 3,866 shares — an estimated $406K sold.

J.P. Turner & Co Capital Management first reported a position in IWD in Q4 2014 and held it in 1 quarter. The position peaked at $406K in Q4 2014. 508 funds tracked by Wall St. Rank hold IWD as of Q1 2015.

J.P. Turner & Co Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2015 after selling out during the quarter.
J.P. Turner & Co Capital Management sold 3,866 iShares Russell 1000 Value ETF shares in Q1 2015, an estimated $406K.
J.P. Turner & Co Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 1 quarter.
J.P. Turner & Co Capital Management's iShares Russell 1000 Value ETF position peaked at $406K in Q4 2014.
508 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q1 2015, filed 14 May 2015.