RI
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Relational Investors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Relational Investors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-901,100
Closed -$52.2M – 21
2013
Q2 		$52.2M Buy
+901,100
New +$52.2M 0.93% 17

Other funds holding IWS

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Relational Investors's IWS Position: Q3 2013 in Review

Relational Investors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2013, closing a stake of 901,100 shares — an estimated $52.2M sold.

Relational Investors first reported a position in IWS in Q2 2013 and held it in 1 quarter. The position peaked at $52.2M in Q2 2013. 255 funds tracked by Wall St. Rank hold IWS as of Q3 2013.

  • Relational Investors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2013 after selling out during the quarter.
  • Relational Investors sold 901,100 iShares Russell Mid-Cap Value ETF shares in Q3 2013, an estimated $52.2M.
  • Relational Investors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and held it in 1 quarter.
  • Relational Investors's iShares Russell Mid-Cap Value ETF position peaked at $52.2M in Q2 2013.
  • 255 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2013.

Based on Relational Investors's 13F filing for Q3 2013, filed 14 Nov 2013.