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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

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIBC Private Wealth Group
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.