NES
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New England Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

New England Securities’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
Q4 		$150K Sell
3,226
-860
-21% -$38.9K 0.05% 330
2014
Q3 		$180K Buy
4,086
+46
+1% +$2.05K 0.06% 304
2014
Q2 		$181K Buy
4,040
+1,730
+75% +$74.4K 0.06% 326
2014
Q1 		$99K Buy
2,310
+766
+50% +$32.6K 0.04% 392
2013
Q4 		$65K Hold
1,544
– – 0.03% 481
2013
Q3 		$60K Buy
1,544
+426
+38% +$16.2K 0.03% 454
2013
Q2 		$40K Buy
+1,118
New +$40K 0.03% 492

Other funds holding IWP

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Bank of America
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Morgan Stanley
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PNC Financial Services Group
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return