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ProVise Management Group’s iShares Russell 3000 ETF IWV Stock Holding History

ProVise Management Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,393
Closed -$231K – 318
2013
Q2 		$231K Buy
+2,393
New +$229K 0.07% 279

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

ProVise Management Group's IWV Position: Q3 2013 in Review

ProVise Management Group sold out of iShares Russell 3000 ETF (IWV) in Q3 2013, closing a stake of 2,393 shares — an estimated $231K sold.

ProVise Management Group first reported a position in IWV in Q2 2013 and held it in 1 quarter. The position peaked at $231K in Q2 2013. 204 funds tracked by Wall St. Rank hold IWV as of Q3 2013.

  • ProVise Management Group reported no remaining iShares Russell 3000 ETF position as of Q3 2013 after selling out during the quarter.
  • ProVise Management Group sold 2,393 iShares Russell 3000 ETF shares in Q3 2013, an estimated $231K.
  • ProVise Management Group first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 1 quarter.
  • ProVise Management Group's iShares Russell 3000 ETF position peaked at $231K in Q2 2013.
  • 204 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2013.

Based on ProVise Management Group's 13F filing for Q3 2013, filed 12 Nov 2013.