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Marietta Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Marietta Investment Partners’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
2014
Q1 		– Sell
-10,034
Closed -$423K – 135
2013
Q4 		$423K Hold
10,034
– – 0.15% 96
2013
Q3 		$392K Sell
10,034
-136
-1% -$5.18K 0.16% 96
2013
Q2 		$365K Buy
+10,170
New +$364K 0.16% 98

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $71.6B AUM 21.08% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Marietta Investment Partners's IWP Position: Q1 2014 in Review

Marietta Investment Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2014, closing a stake of 10,034 shares — an estimated $423K sold.

Marietta Investment Partners first reported a position in IWP in Q2 2013 and held it in 3 quarters. The position peaked at $423K in Q4 2013. 284 funds tracked by Wall St. Rank hold IWP as of Q1 2014.

  • Marietta Investment Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Marietta Investment Partners sold 10,034 iShares Russell Mid-Cap Growth ETF shares in Q1 2014, an estimated $423K.
  • Marietta Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 3 quarters.
  • Marietta Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $423K in Q4 2013.
  • 284 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2014.

Based on Marietta Investment Partners's 13F filing for Q1 2014, filed 9 May 2014.