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Klingman & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Klingman & Associates’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
2015
Q2 		– Sell
-102
Closed -$5K – 408
2015
Q1 		$5K Hold
102
– – ﹤0.01% 315
2014
Q4 		$4K Buy
+102
New +$4.61K ﹤0.01% 332

Other funds holding IWP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Klingman & Associates's IWP Position: Q2 2015 in Review

Klingman & Associates sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2015, closing a stake of 102 shares — an estimated $5K sold.

Klingman & Associates first reported a position in IWP in Q4 2014 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 316 funds tracked by Wall St. Rank hold IWP as of Q2 2015.

  • Klingman & Associates reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Klingman & Associates sold 102 iShares Russell Mid-Cap Growth ETF shares in Q2 2015, an estimated $5K.
  • Klingman & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 2 quarters.
  • Klingman & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $5K in Q1 2015.
  • 316 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2015.

Based on Klingman & Associates's 13F filing for Q2 2015, filed 9 Feb 2016.