STALEY CAPITAL ADVISERS’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

STALEY CAPITAL ADVISERS’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
2014 Q1	–	Sell	-4,000	Closed	-$263K	–	133
2013 Q4	$263K	Buy	+4,000	New	+$255K	0.04%	107

Other funds holding IWS

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

STALEY CAPITAL ADVISERS's IWS Position: Q1 2014 in Review

STALEY CAPITAL ADVISERS sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2014, closing a stake of 4,000 shares — an estimated $263K sold.

STALEY CAPITAL ADVISERS first reported a position in IWS in Q4 2013 and held it in 1 quarter. The position peaked at $263K in Q4 2013. 294 funds tracked by Wall St. Rank hold IWS as of Q1 2014.

STALEY CAPITAL ADVISERS reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2014 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 4,000 iShares Russell Mid-Cap Value ETF shares in Q1 2014, an estimated $263K.
STALEY CAPITAL ADVISERS first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and held it in 1 quarter.
STALEY CAPITAL ADVISERS's iShares Russell Mid-Cap Value ETF position peaked at $263K in Q4 2013.
294 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2014.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2014, filed 7 May 2014.