Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wilmington Trust Investment Management, LLC (CIK 1418288) reported $492.3M across 373 reported positions in its SEC 13F filing for 2014-06-30. Largest positions: IVW ($154.1M, 31.30%), IWO ($18.6M, 3.79%), SCZ ($15.6M, 3.17%), AAPL ($12.8M, 2.60%), VEA ($8.7M, 1.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES S&P 500 GROWTH ET | $154.1M | 31.30% | 1.5M | Added |
| 2 | IWO | ISHARES RUSSELL 2000 GROW | $18.6M | 3.79% | 134,918 | Trimmed |
| 3 | SCZ | ISHARES MSCI EAFE SMALL-CAP | $15.6M | 3.17% | 295,751 | Added |
| 4 | AAPL | APPLE INC | $12.8M | 2.60% | 137,804 | Added |
| 5 | VEA | VANGUARD FTSE DEVELOPED M | $8.7M | 1.76% | 206,331 | Added |
| 6 | MSFT | MICROSOFT CORP | $6.2M | 1.27% | 149,661 | Trimmed |
| 7 | TLT | ISHARES TR 20+ YEAR TREASURY BD ETF | $5.0M | 1.02% | 44,130 | Hold |
| 8 | VZ | VERIZON COMMUNICATIONS CO | $4.6M | 0.94% | 94,244 | Trimmed |
| 9 | IVE | ISHARES S&P 500 VALUE ETF | $4.1M | 0.83% | 45,037 | Added |
| 10 | IBM | IBM CORPORATION | $4.1M | 0.83% | 22,434 | Trimmed |
| 11 | KO | COCA COLA CO COM | $3.9M | 0.79% | 91,778 | Trimmed |
| 12 | GOOGL | GOOGLE INC CL A | $3.8M | 0.77% | 6,460 | Trimmed |
| 13 | GOOG | GOOGLE INC CLASS C | $3.7M | 0.76% | 6,510 | New |
| 14 | SLB | SCHLUMBERGER LTD | $3.6M | 0.73% | 30,396 | Trimmed |
| 15 | PEP | PEPSICO INC COM | $3.2M | 0.65% | 35,555 | Trimmed |
| 16 | QCOM | QUALCOMM INC COM | $3.1M | 0.64% | 39,720 | Trimmed |
| 17 | ORCL | ORACLE CORPORATION COM | $3.1M | 0.64% | 77,233 | Trimmed |
| 18 | META | FACEBOOK INC-A | $3.1M | 0.63% | 45,800 | Added |
| 19 | CMCSA | COMCAST CORP NEW A | $3.1M | 0.63% | 57,416 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $3.0M | 0.62% | 30,211 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $3.0M | 0.61% | 28,919 | Trimmed |
| 22 | GILD | GILEAD SCIENCES INC COM | $2.9M | 0.59% | 35,114 | Trimmed |
| 23 | AMZN | AMAZON.COM INC | $2.8M | 0.57% | 8,640 | Trimmed |
| 24 | IWP | ISHARES RUSSELL MID-CAP G | $2.7M | 0.55% | 30,537 | Added |
| 25 | DIS | DISNEY WALT CO | $2.6M | 0.54% | 30,840 | Added |
Source: SEC Form 13F filings · as of 2014-06-30