Ledyard National Bank’s iShares Russell 1000 ETF IWB Stock Holding History

Ledyard National Bank’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-200	Closed	-$28K	–	459
2018 Q4	$28K	Hold	200	–	–	﹤0.01%	479
2018 Q3	$32K	Hold	200	–	–	﹤0.01%	469
2018 Q2	$30K	Hold	200	–	–	﹤0.01%	479
2018 Q1	$29K	Hold	200	–	–	﹤0.01%	499
2017 Q4	$30K	Hold	200	–	–	﹤0.01%	515
2017 Q3	$28K	Buy	+200	New	+$27.4K	﹤0.01%	508

Other funds holding IWB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Ledyard National Bank's IWB Position: Q1 2019 in Review

Ledyard National Bank sold out of iShares Russell 1000 ETF (IWB) in Q1 2019, closing a stake of 200 shares — an estimated $28K sold.

Ledyard National Bank first reported a position in IWB in Q3 2017 and held it in 6 quarters. The position peaked at $32K in Q3 2018. 690 funds tracked by Wall St. Rank hold IWB as of Q1 2019.

Ledyard National Bank reported no remaining iShares Russell 1000 ETF position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 200 iShares Russell 1000 ETF shares in Q1 2019, an estimated $28K.
Ledyard National Bank first reported a position in iShares Russell 1000 ETF in Q3 2017 and held it in 6 quarters.
Ledyard National Bank's iShares Russell 1000 ETF position peaked at $32K in Q3 2018.
690 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.