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

New England Securities’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$2.97M Buy
71,060
+22,452
+46% +$912K 1.04% 10
2014
Q3 		$1.92M Buy
48,608
+20,792
+75% +$838K 0.67% 27
2014
Q2 		$1.13M Buy
27,816
+11,236
+68% +$438K 0.39% 55
2014
Q1 		$641K Sell
16,580
-372
-2% -$14.1K 0.25% 103
2013
Q4 		$636K Buy
16,952
+3,232
+24% +$117K 0.26% 97
2013
Q3 		$477K Buy
13,720
+4,800
+54% +$164K 0.24% 112
2013
Q2 		$290K Buy
+8,920
New +$289K 0.19% 122

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
PNC Financial Services Group
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return