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Winchester Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Winchester Group’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
2013
Q3 		$413K Sell
4,800
-93
-2% -$8.07K 0.09% 155
2013
Q2 		$409K Buy
+4,893
New +$408K 0.09% 160

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winchester Group's IWD Position: Q3 2013 in Review

Winchester Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.9% in Q3 2013, selling an estimated $8.07K and leaving 4,800 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #155.

Winchester Group first reported a position in IWD in Q2 2013 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold IWD as of Q3 2013.

  • Winchester Group held 4,800 shares of iShares Russell 1000 Value ETF worth $413K as of Q3 2013.
  • Winchester Group sold 93 iShares Russell 1000 Value ETF shares in Q3 2013, an estimated $8.07K.
  • iShares Russell 1000 Value ETF made up 0.09% of Winchester Group's portfolio in Q3 2013, its #155 holding.
  • Winchester Group first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.