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Sterling Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sterling Capital Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,979
Closed -$472K – 951
2016
Q4 		$472K Buy
+7,979
New +$468K ﹤0.01% 782
2016
Q1 		– Sell
-17,449
Closed -$974K – 904
2015
Q4 		$974K Buy
+17,449
New +$998K 0.01% 545
2015
Q3 		– Sell
-31,582
Closed -$1.88M – 955
2015
Q2 		$1.88M Buy
+31,582
New +$1.95M 0.02% 304
2015
Q1 		– Sell
-54,451
Closed -$3.19M – 865
2014
Q4 		$3.19M Buy
+54,451
New +$3.2M 0.03% 259

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return