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Jefferies Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Jefferies Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,000
Closed -$642K – 2854
2019
Q2 		$642K Buy
+9,000
New +$626K ﹤0.01% 1536
2018
Q2 		– Sell
-3,532
Closed -$217K – 2497
2018
Q1 		$217K Sell
3,532
-4,200
-54% -$262K ﹤0.01% 1932
2017
Q4 		$466K Buy
+7,732
New +$454K ﹤0.01% 1762

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Jefferies Group's IWP Position: Q3 2019 in Review

Jefferies Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2019, closing a stake of 9,000 shares — an estimated $642K sold.

Jefferies Group first reported a position in IWP in Q4 2017 and held it in 3 quarters. The position peaked at $642K in Q2 2019. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

  • Jefferies Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Jefferies Group sold 9,000 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $642K.
  • Jefferies Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 3 quarters.
  • Jefferies Group's iShares Russell Mid-Cap Growth ETF position peaked at $642K in Q2 2019.
  • 583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on Jefferies Group's 13F filing for Q3 2019, filed 13 Nov 2019.