Loomis, Sayles & Company
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Loomis, Sayles & Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Loomis, Sayles & Company’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-18
Closed -$2K – 715
2019
Q2 		$2K Buy
+18
New +$1.58K ﹤0.01% 555

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Bank of America
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American Century Companies
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Fidelity Investments
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UBS Group
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PNC Financial Services Group
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Loomis, Sayles & Company's IWS Position: Q3 2019 in Review

Loomis, Sayles & Company sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2019, closing a stake of 18 shares — an estimated $2K sold.

Loomis, Sayles & Company first reported a position in IWS in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 536 funds tracked by Wall St. Rank hold IWS as of Q3 2019.

  • Loomis, Sayles & Company reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 18 iShares Russell Mid-Cap Value ETF shares in Q3 2019, an estimated $2K.
  • Loomis, Sayles & Company first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2019 and held it in 1 quarter.
  • Loomis, Sayles & Company's iShares Russell Mid-Cap Value ETF position peaked at $2K in Q2 2019.
  • 536 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2019.

Based on Loomis, Sayles & Company's 13F filing for Q3 2019, filed 13 Nov 2019.