University of Texas/Texas AM Investment Management Co (UTIMCO)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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
2017 Q4	–	Sell	-448	Closed	-$25K	–	82
2017 Q3	$25K	Buy	+448	New	+$24.6K	0.06%	22
2016 Q1	–	Sell	-430	Closed	-$20K	–	28
2015 Q4	$20K	Buy	+430	New	+$20K	0.04%	18

Other funds holding IWP

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

University of Texas/Texas AM Investment Management Co (UTIMCO)'s IWP Position: Q4 2017 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2017, closing a stake of 448 shares — an estimated $25K sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in IWP in Q4 2015 and held it in 2 quarters. The position peaked at $25K in Q3 2017. 481 funds tracked by Wall St. Rank hold IWP as of Q4 2017.

University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
University of Texas/Texas AM Investment Management Co (UTIMCO) sold 448 iShares Russell Mid-Cap Growth ETF shares in Q4 2017, an estimated $25K.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 2 quarters.
University of Texas/Texas AM Investment Management Co (UTIMCO)'s iShares Russell Mid-Cap Growth ETF position peaked at $25K in Q3 2017.
481 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2017.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q4 2017, filed 8 Feb 2018.