NFG
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NewFocus Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

NewFocus Financial Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,972
Closed -$562K – 40
2013
Q4 		$562K Buy
+5,972
New +$542K 0.47% 33

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

NewFocus Financial Group's IWD Position: Q1 2014 in Review

NewFocus Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2014, closing a stake of 5,972 shares — an estimated $562K sold.

NewFocus Financial Group first reported a position in IWD in Q4 2013 and held it in 1 quarter. The position peaked at $562K in Q4 2013. 436 funds tracked by Wall St. Rank hold IWD as of Q1 2014.

  • NewFocus Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2014 after selling out during the quarter.
  • NewFocus Financial Group sold 5,972 iShares Russell 1000 Value ETF shares in Q1 2014, an estimated $562K.
  • NewFocus Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and held it in 1 quarter.
  • NewFocus Financial Group's iShares Russell 1000 Value ETF position peaked at $562K in Q4 2013.
  • 436 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2014.

Based on NewFocus Financial Group's 13F filing for Q1 2014, filed 14 Apr 2014.