New York Life Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New York Life Investment Management’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 Q3	–	Sell	-38,984	Closed	-$1.58M	–	204
2014 Q2	$1.58M	Sell	38,984 -124,832	-76%	-$4.87M	0.27%	50
2014 Q1	$6.34M	Buy	163,816 +95,720	+141%	+$3.63M	1.34%	28
2013 Q4	$2.55M	Buy	+68,096	New	+$2.46M	0.64%	41

Other funds holding IWR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCT

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

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

New York Life Investment Management's IWR Position: Q3 2014 in Review

New York Life Investment Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2014, closing a stake of 38,984 shares — an estimated $1.58M sold.

New York Life Investment Management first reported a position in IWR in Q4 2013 and held it in 3 quarters. The position peaked at $6.34M in Q1 2014. 394 funds tracked by Wall St. Rank hold IWR as of Q3 2014.

New York Life Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
New York Life Investment Management sold 38,984 iShares Russell Mid-Cap ETF shares in Q3 2014, an estimated $1.58M.
New York Life Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 3 quarters.
New York Life Investment Management's iShares Russell Mid-Cap ETF position peaked at $6.34M in Q1 2014.
394 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2014.

Based on New York Life Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.