PCM
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Parsons Capital Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Parsons Capital Management’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
2017
Q1 		– Sell
-27,831
Closed -$1.42M – 345
2016
Q4 		$1.42M Buy
27,831
+427
+2% +$21.3K 0.19% 127
2016
Q3 		$1.35M Sell
27,404
-315
-1% -$15.5K 0.18% 130
2016
Q2 		$1.32M Buy
27,719
+1,099
+4% +$52K 0.18% 136
2016
Q1 		$1.25M Buy
26,620
+1,134
+4% +$50.7K 0.17% 142
2015
Q4 		$1.2M Buy
25,486
+641
+3% +$30.1K 0.17% 145
2015
Q3 		$1.08M Buy
24,845
+289
+1% +$13.4K 0.16% 153
2015
Q2 		$1.16M Buy
24,556
+1,411
+6% +$67.4K 0.15% 159
2015
Q1 		$1.08M Buy
23,145
+753
+3% +$35.3K 0.15% 149
2014
Q4 		$1.06M Buy
22,392
+915
+4% +$41.9K 0.14% 156
2014
Q3 		$966K Buy
21,477
+4,666
+28% +$210K 0.13% 160
2014
Q2 		$750K Buy
16,811
+2,506
+18% +$108K 0.1% 186
2014
Q1 		$608K Buy
14,305
+2,820
+25% +$118K 0.09% 206
2013
Q4 		$482K Buy
+11,485
New +$463K 0.07% 217

Other funds holding IWL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parsons Capital Management's IWL Position: Q1 2017 in Review

Parsons Capital Management sold out of iShares Russell Top 200 ETF (IWL) in Q1 2017, closing a stake of 27,831 shares — an estimated $1.42M sold.

Parsons Capital Management first reported a position in IWL in Q4 2013 and held it in 13 quarters. The position peaked at $1.42M in Q4 2016. 30 funds tracked by Wall St. Rank hold IWL as of Q1 2017.

  • Parsons Capital Management reported no remaining iShares Russell Top 200 ETF position as of Q1 2017 after selling out during the quarter.
  • Parsons Capital Management sold 27,831 iShares Russell Top 200 ETF shares in Q1 2017, an estimated $1.42M.
  • Parsons Capital Management first reported a position in iShares Russell Top 200 ETF in Q4 2013 and held it in 13 quarters.
  • Parsons Capital Management's iShares Russell Top 200 ETF position peaked at $1.42M in Q4 2016.
  • 30 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2017.

Based on Parsons Capital Management's 13F filing for Q1 2017, filed 28 Apr 2017.