Keel Point Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Keel Point Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$311K	Buy	+7,448	New	+$302K	0.25%	46

Other funds holding IWR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Keel Point Advisors's IWR Position: Q4 2014 in Review

Keel Point Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2014: 7,448 shares worth $311K. The stake represents 0.25% of the portfolio and ranks #46 among its holdings.

436 funds tracked by Wall St. Rank hold IWR as of Q4 2014.

Keel Point Advisors held 7,448 shares of iShares Russell Mid-Cap ETF worth $311K as of Q4 2014.
iShares Russell Mid-Cap ETF was a new Keel Point Advisors position in Q4 2014.
iShares Russell Mid-Cap ETF made up 0.25% of Keel Point Advisors's portfolio in Q4 2014, its #46 holding.
436 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.