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Liberty Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Liberty Capital Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-183
Closed -$21K – 255
2016
Q4 		$21K Hold
183
– – 0.01% 190
2016
Q3 		$19K Buy
+183
New +$19.3K 0.01% 191

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Liberty Capital Management's IWD Position: Q1 2017 in Review

Liberty Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2017, closing a stake of 183 shares — an estimated $21K sold.

Liberty Capital Management first reported a position in IWD in Q3 2016 and held it in 2 quarters. The position peaked at $21K in Q4 2016. 703 funds tracked by Wall St. Rank hold IWD as of Q1 2017.

  • Liberty Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Liberty Capital Management sold 183 iShares Russell 1000 Value ETF shares in Q1 2017, an estimated $21K.
  • Liberty Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and held it in 2 quarters.
  • Liberty Capital Management's iShares Russell 1000 Value ETF position peaked at $21K in Q4 2016.
  • 703 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2017.

Based on Liberty Capital Management's 13F filing for Q1 2017, filed 4 Apr 2017.