Poplar Forest Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Poplar Forest Capital’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-3,456	Closed	-$413K	–	71
2014 Q4	$413K	Hold	3,456	–	–	0.03%	64
2014 Q3	$378K	Buy	+3,456	New	+$382K	0.03%	66

Other funds holding IWB

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Poplar Forest Capital's IWB Position: Q1 2015 in Review

Poplar Forest Capital sold out of iShares Russell 1000 ETF (IWB) in Q1 2015, closing a stake of 3,456 shares — an estimated $413K sold.

Poplar Forest Capital first reported a position in IWB in Q3 2014 and held it in 2 quarters. The position peaked at $413K in Q4 2014. 383 funds tracked by Wall St. Rank hold IWB as of Q1 2015.

Poplar Forest Capital reported no remaining iShares Russell 1000 ETF position as of Q1 2015 after selling out during the quarter.
Poplar Forest Capital sold 3,456 iShares Russell 1000 ETF shares in Q1 2015, an estimated $413K.
Poplar Forest Capital first reported a position in iShares Russell 1000 ETF in Q3 2014 and held it in 2 quarters.
Poplar Forest Capital's iShares Russell 1000 ETF position peaked at $413K in Q4 2014.
383 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2015.

Based on Poplar Forest Capital's 13F filing for Q1 2015, filed 15 May 2015.