Svenska Handelsbanken’s iShares Russell 1000 Value ETF IWD Stock Holding History

Svenska Handelsbanken’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
2017 Q3	–	Sell	-2,331	Closed	-$271K	–	53
2017 Q2	$271K	Hold	2,331	–	–	0.41%	52
2017 Q1	$268K	Hold	2,331	–	–	0.36%	58
2016 Q4	$261K	Sell	2,331 -26	-1%	-$2.81K	0.01%	66
2016 Q3	$250K	Buy	2,357 +26	+1%	+$2.74K	0.02%	89
2016 Q2	$243K	Hold	2,331	–	–	0.01%	105
2016 Q1	$231K	Sell	2,331 -4,403	-65%	-$412K	0.02%	104
2015 Q4	$657K	Buy	+6,734	New	+$668K	0.07%	41

Other funds holding IWD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Svenska Handelsbanken's IWD Position: Q3 2017 in Review

Svenska Handelsbanken sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2017, closing a stake of 2,331 shares — an estimated $271K sold.

Svenska Handelsbanken first reported a position in IWD in Q4 2015 and held it in 7 quarters. The position peaked at $657K in Q4 2015. 714 funds tracked by Wall St. Rank hold IWD as of Q3 2017.

Svenska Handelsbanken reported no remaining iShares Russell 1000 Value ETF position as of Q3 2017 after selling out during the quarter.
Svenska Handelsbanken sold 2,331 iShares Russell 1000 Value ETF shares in Q3 2017, an estimated $271K.
Svenska Handelsbanken first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and held it in 7 quarters.
Svenska Handelsbanken's iShares Russell 1000 Value ETF position peaked at $657K in Q4 2015.
714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2017.

Based on Svenska Handelsbanken's 13F filing for Q3 2017, filed 14 Nov 2017.