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King Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

King Investment 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
2013
Q4 		– Sell
-2,043
Closed -$207K – 123
2013
Q3 		$207K Buy
+2,043
New +$205K 0.09% 125

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

King Investment Advisors's IWV Position: Q4 2013 in Review

King Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2013, closing a stake of 2,043 shares — an estimated $207K sold.

King Investment Advisors first reported a position in IWV in Q3 2013 and held it in 1 quarter. The position peaked at $207K in Q3 2013. 243 funds tracked by Wall St. Rank hold IWV as of Q4 2013.

  • King Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2013 after selling out during the quarter.
  • King Investment Advisors sold 2,043 iShares Russell 3000 ETF shares in Q4 2013, an estimated $207K.
  • King Investment Advisors first reported a position in iShares Russell 3000 ETF in Q3 2013 and held it in 1 quarter.
  • King Investment Advisors's iShares Russell 3000 ETF position peaked at $207K in Q3 2013.
  • 243 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2013.

Based on King Investment Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.