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Sterne Agee Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sterne Agee Group’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
2013
Q4 		– Sell
-13,924
Closed -$544K – 246
2013
Q3 		$544K Sell
13,924
-146
-1% -$5.57K 0.21% 115
2013
Q2 		$505K Buy
+14,070
New +$503K 0.18% 135

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Sterne Agee Group's IWP Position: Q4 2013 in Review

Sterne Agee Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2013, closing a stake of 13,924 shares — an estimated $544K sold.

Sterne Agee Group first reported a position in IWP in Q2 2013 and held it in 2 quarters. The position peaked at $544K in Q3 2013. 277 funds tracked by Wall St. Rank hold IWP as of Q4 2013.

  • Sterne Agee Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Sterne Agee Group sold 13,924 iShares Russell Mid-Cap Growth ETF shares in Q4 2013, an estimated $544K.
  • Sterne Agee Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 2 quarters.
  • Sterne Agee Group's iShares Russell Mid-Cap Growth ETF position peaked at $544K in Q3 2013.
  • 277 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2013.

Based on Sterne Agee Group's 13F filing for Q4 2013, filed 18 Feb 2014.