Patten Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Patten Group’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
2016 Q3	–	Sell	-200	Closed	-$8.41K	–	645
2016 Q2	$8.41K	Hold	200	–	–	﹤0.01%	468
2016 Q1	$8.15K	Hold	200	–	–	﹤0.01%	489
2015 Q4	$8.01K	Buy	+200	New	+$8.15K	﹤0.01%	508

Other funds holding IWR

JP Morgan Chase New York $1.56T AUM 27.86% 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 $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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Patten Group's IWR Position: Q3 2016 in Review

Patten Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2016, closing a stake of 200 shares — an estimated $8.41K sold.

Patten Group first reported a position in IWR in Q4 2015 and held it in 3 quarters. The position peaked at $8.41K in Q2 2016. 496 funds tracked by Wall St. Rank hold IWR as of Q3 2016.

Patten Group reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2016 after selling out during the quarter.
Patten Group sold 200 iShares Russell Mid-Cap ETF shares in Q3 2016, an estimated $8.41K.
Patten Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 3 quarters.
Patten Group's iShares Russell Mid-Cap ETF position peaked at $8.41K in Q2 2016.
496 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2016.

Based on Patten Group's 13F filing for Q3 2016, filed 15 Nov 2016.