St. Johns Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

St. Johns Investment Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-400	Closed	-$18K	–	153
2014 Q3	$18K	Hold	400	–	–	0.02%	101
2014 Q2	$18K	Hold	400	–	–	0.02%	104
2014 Q1	$17K	Buy	+400	New	+$17K	0.02%	101

Other funds holding IWP

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

St. Johns Investment Management's IWP Position: Q4 2014 in Review

St. Johns Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2014, closing a stake of 400 shares — an estimated $18K sold.

St. Johns Investment Management first reported a position in IWP in Q1 2014 and held it in 3 quarters. The position peaked at $18K in Q3 2014. 324 funds tracked by Wall St. Rank hold IWP as of Q4 2014.

St. Johns Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2014 after selling out during the quarter.
St. Johns Investment Management sold 400 iShares Russell Mid-Cap Growth ETF shares in Q4 2014, an estimated $18K.
St. Johns Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and held it in 3 quarters.
St. Johns Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $18K in Q3 2014.
324 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2014.

Based on St. Johns Investment Management's 13F filing for Q4 2014, filed 14 Jan 2015.