Number of Shares
89,361.00
Current Holdings Value*
$11.16 Mil
% of Portfolio
1.65%
Total Estimate Gain
$22.28 Mil
% of Total Estimate Gain
212.26%

STERNE AGEE GROUP, INC.'s iShares Russell 3000 ETF Holding Summary

As of 2015-03-31, STERNE AGEE GROUP, INC. held 89,361.00 shares of iShares Russell 3000 ETF(IWV), totaling $11.16 Mil. This investment constitutes 1.65% of their stock portfolio, and STERNE AGEE GROUP, INC. now holds 0.2% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2014Q1. And since then STERNE AGEE GROUP, INC. has made 2 purchases of IWV, at an average price of $110.48, for a total of 94,987.00 shares. In addition, there have been 3 sales at an average price of $121.96 for 5,626.00 shares. Based on historical transaction data and IWV's current price of $359.03, STERNE AGEE GROUP, INC.'s estimated gain on his IWV holdings is $22.28 Mil, reflecting a 212.26% gain to date.

STERNE AGEE GROUP, INC. IWV ($359.03) Holding Chart

STERNE AGEE GROUP, INC. IWV ($359.03) 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 %

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