Sanders Morris Harris’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sanders Morris Harris’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
2018 Q1	–	Sell	-1,605	Closed	-$200K	–	149
2017 Q4	$200K	Buy	+1,605	New	+$194K	0.08%	112
2016 Q2	–	Sell	-4,900	Closed	-$484K	–	287
2016 Q1	$484K	Buy	+4,900	New	+$459K	0.08%	192

Other funds holding IWD

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sanders Morris Harris's IWD Position: Q1 2018 in Review

Sanders Morris Harris sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2018, closing a stake of 1,605 shares — an estimated $200K sold.

Sanders Morris Harris first reported a position in IWD in Q1 2016 and held it in 2 quarters. The position peaked at $484K in Q1 2016. 831 funds tracked by Wall St. Rank hold IWD as of Q1 2018.

Sanders Morris Harris reported no remaining iShares Russell 1000 Value ETF position as of Q1 2018 after selling out during the quarter.
Sanders Morris Harris sold 1,605 iShares Russell 1000 Value ETF shares in Q1 2018, an estimated $200K.
Sanders Morris Harris first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and held it in 2 quarters.
Sanders Morris Harris's iShares Russell 1000 Value ETF position peaked at $484K in Q1 2016.
831 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2018.

Based on Sanders Morris Harris's 13F filing for Q1 2018, filed 14 May 2018.