Alken Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Alken Asset Management’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
2018 Q1	–	Sell	-567	Closed	-$87K	–	10
2017 Q4	$87K	Buy	+567	New	+$85.2K	0.15%	12
2017 Q3	–	Sell	-647	Closed	-$91K	–	13
2017 Q2	$91K	Buy	+647	New	+$89.5K	0.11%	13

Other funds holding IWM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Alken Asset Management's IWM Position: Q1 2018 in Review

Alken Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 567 shares — an estimated $87K sold.

Alken Asset Management first reported a position in IWM in Q2 2017 and held it in 2 quarters. The position peaked at $91K in Q2 2017. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

Alken Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
Alken Asset Management sold 567 iShares Russell 2000 ETF shares in Q1 2018, an estimated $87K.
Alken Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2017 and held it in 2 quarters.
Alken Asset Management's iShares Russell 2000 ETF position peaked at $91K in Q2 2017.
1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Alken Asset Management's 13F filing for Q1 2018, filed 14 May 2018.