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New England Securities’s iShares Russell Top 200 ETF IWL Stock Holding History

New England Securities’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$9K Hold
200
– – ﹤0.01% 1118
2014
Q3 		$9K Hold
200
– – ﹤0.01% 1125
2014
Q2 		$9K Hold
200
– – ﹤0.01% 1144
2014
Q1 		$8K Hold
200
– – ﹤0.01% 1139
2013
Q4 		$8K Hold
200
– – ﹤0.01% 1087
2013
Q3 		$8K Buy
+200
New +$7.61K ﹤0.01% 1056

Other funds holding IWL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return

New England Securities's IWL Position: Q4 2014 in Review

New England Securities held its iShares Russell Top 200 ETF (IWL) position steady in Q4 2014 at 200 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

New England Securities first reported a position in IWL in Q3 2013 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold IWL as of Q4 2014.

  • New England Securities held 200 shares of iShares Russell Top 200 ETF worth $9K as of Q4 2014.
  • New England Securities left its iShares Russell Top 200 ETF share count unchanged in Q4 2014.
  • iShares Russell Top 200 ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1118 holding.
  • New England Securities first reported a position in iShares Russell Top 200 ETF in Q3 2013 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.