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Salient Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Salient Capital Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,612
Closed -$304K – 121
2017
Q2 		$304K Hold
2,612
– – 0.01% 176
2017
Q1 		$300K Hold
2,612
– – 0.01% 222
2016
Q4 		$293K Hold
2,612
– – 0.01% 215
2016
Q3 		$276K Sell
2,612
-370
-12% -$39K 0.01% 209
2016
Q2 		$308K Sell
2,982
-605
-17% -$61.1K 0.01% 208
2016
Q1 		$354K Buy
3,587
+588
+20% +$55.1K 0.01% 189
2015
Q4 		$293K Sell
2,999
-321
-10% -$31.9K 0.01% 212
2015
Q3 		$310K Buy
3,320
+1,326
+66% +$132K 0.01% 196
2015
Q2 		$206K Hold
1,994
– – ﹤0.01% 251
2015
Q1 		$206K Buy
+1,994
New +$207K ﹤0.01% 238

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return