Keel Point Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$625K	Buy	+5,111	New	+$610K	0.5%	21

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

JMPWA

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

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Keel Point Advisors opened a new position in iShares Russell 3000 ETF (IWV) in Q4 2014: 5,111 shares worth $625K. The stake represents 0.5% of the portfolio and ranks #21 among its holdings.

279 funds tracked by Wall St. Rank hold IWV as of Q4 2014.

Keel Point Advisors held 5,111 shares of iShares Russell 3000 ETF worth $625K as of Q4 2014.
iShares Russell 3000 ETF was a new Keel Point Advisors position in Q4 2014.
iShares Russell 3000 ETF made up 0.5% of Keel Point Advisors's portfolio in Q4 2014, its #21 holding.
279 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2014.

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