Number of Shares
13,516.00
Current Holdings Value*
$1.50 Mil
% of Portfolio
4.86%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
4.24%

Higher Moment Capital, LLC's iShares Russell 1000 Value ETF Holding Summary

As of 2018-12-31, Higher Moment Capital, LLC held 13,516.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $1.50 Mil. This investment constitutes 4.86% of their stock portfolio, and Higher Moment Capital, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2014Q1. And since then Higher Moment Capital, LLC has made 3 purchases of IWD, at an average price of $111.38, for a total of 264,043.00 shares. In addition, there have been 4 sales at an average price of $111.71 for 250,527.00 shares. Based on historical transaction data and IWD's current price of $197.50, Higher Moment Capital, LLC's estimated gain on his IWD holdings is $1.25 Mil, reflecting a 4.24% gain to date.

Higher Moment Capital, LLC IWD ($197.50) Holding Chart

Higher Moment Capital, LLC IWD ($197.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1