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Seven Post Investment Office’s iShares Russell 1000 Value ETF IWD Stock Holding History

Seven Post Investment Office’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
2014
Q1 		– Sell
-4,892
Closed -$461K – 7
2013
Q4 		$461K Buy
+4,892
New +$444K 0.52% 7

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Seven Post Investment Office's IWD Position: Q1 2014 in Review

Seven Post Investment Office sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2014, closing a stake of 4,892 shares — an estimated $461K sold.

Seven Post Investment Office first reported a position in IWD in Q4 2013 and held it in 1 quarter. The position peaked at $461K in Q4 2013. 435 funds tracked by Wall St. Rank hold IWD as of Q1 2014.

  • Seven Post Investment Office reported no remaining iShares Russell 1000 Value ETF position as of Q1 2014 after selling out during the quarter.
  • Seven Post Investment Office sold 4,892 iShares Russell 1000 Value ETF shares in Q1 2014, an estimated $461K.
  • Seven Post Investment Office first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and held it in 1 quarter.
  • Seven Post Investment Office's iShares Russell 1000 Value ETF position peaked at $461K in Q4 2013.
  • 435 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2014.

Based on Seven Post Investment Office's 13F filing for Q1 2014, filed 29 Apr 2014.