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AGF Investments Inc’s iShares Russell 2000 ETF IWM Stock Holding History

AGF Investments Inc’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-8,833
Closed -$1.1M – 466
2015
Q2 		$1.1M Sell
8,833
-10,366
-54% -$1.29M 0.01% 306
2015
Q1 		$2.39M Buy
+19,199
New +$2.31M 0.03% 263

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

AGF Investments Inc's IWM Position: Q3 2015 in Review

AGF Investments Inc sold out of iShares Russell 2000 ETF (IWM) in Q3 2015, closing a stake of 8,833 shares — an estimated $1.1M sold.

AGF Investments Inc first reported a position in IWM in Q1 2015 and held it in 2 quarters. The position peaked at $2.39M in Q1 2015. 845 funds tracked by Wall St. Rank hold IWM as of Q3 2015.

  • AGF Investments Inc reported no remaining iShares Russell 2000 ETF position as of Q3 2015 after selling out during the quarter.
  • AGF Investments Inc sold 8,833 iShares Russell 2000 ETF shares in Q3 2015, an estimated $1.1M.
  • AGF Investments Inc first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 2 quarters.
  • AGF Investments Inc's iShares Russell 2000 ETF position peaked at $2.39M in Q1 2015.
  • 845 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2015.

Based on AGF Investments Inc's 13F filing for Q3 2015, filed 3 Nov 2015.