Mar Vista Investment Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mar Vista Investment Partners’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-43,856	Closed	-$1.1M	–	54
2016 Q2	$1.1M	Buy	43,856 +1,672	+4%	+$41.7K	0.07%	33
2016 Q1	$1.05M	Buy	42,184 +9,332	+28%	+$220K	0.06%	34
2015 Q4	$817K	Buy	32,852 +19,880	+153%	+$496K	0.05%	37
2015 Q3	$302K	Sell	12,972 -9,508	-42%	-$234K	0.02%	40
2015 Q2	$556K	Sell	22,480 -13,640	-38%	-$343K	0.03%	39
2015 Q1	$893K	Buy	+36,120	New	+$882K	0.05%	35
2014 Q4	–	Sell	-31,632	Closed	-$725K	–	65
2014 Q3	$725K	Buy	31,632 +1,264	+4%	+$29K	0.04%	42
2014 Q2	$690K	Buy	+30,368	New	+$666K	0.04%	43

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Mar Vista Investment Partners's IWF Position: Q3 2016 in Review

Mar Vista Investment Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2016, closing a stake of 43,856 shares — an estimated $1.1M sold.

Mar Vista Investment Partners first reported a position in IWF in Q2 2014 and held it in 8 quarters. The position peaked at $1.1M in Q2 2016. 688 funds tracked by Wall St. Rank hold IWF as of Q3 2016.

Mar Vista Investment Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2016 after selling out during the quarter.
Mar Vista Investment Partners sold 43,856 iShares Russell 1000 Growth ETF shares in Q3 2016, an estimated $1.1M.
Mar Vista Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and held it in 8 quarters.
Mar Vista Investment Partners's iShares Russell 1000 Growth ETF position peaked at $1.1M in Q2 2016.
688 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2016.

Based on Mar Vista Investment Partners's 13F filing for Q3 2016, filed 2 Nov 2016.