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AlphaOne Investment Services’s iShares Russell 2000 ETF IWM Stock Holding History

AlphaOne Investment Services’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
2014
Q2 		– Sell
-2,750
Closed -$319K – 131
2014
Q1 		$319K Buy
+2,750
New +$317K 0.07% 129

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Bank of America
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Citigroup
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
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AlphaOne Investment Services's IWM Position: Q2 2014 in Review

AlphaOne Investment Services sold out of iShares Russell 2000 ETF (IWM) in Q2 2014, closing a stake of 2,750 shares — an estimated $319K sold.

AlphaOne Investment Services first reported a position in IWM in Q1 2014 and held it in 1 quarter. The position peaked at $319K in Q1 2014. 771 funds tracked by Wall St. Rank hold IWM as of Q2 2014.

  • AlphaOne Investment Services reported no remaining iShares Russell 2000 ETF position as of Q2 2014 after selling out during the quarter.
  • AlphaOne Investment Services sold 2,750 iShares Russell 2000 ETF shares in Q2 2014, an estimated $319K.
  • AlphaOne Investment Services first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 1 quarter.
  • AlphaOne Investment Services's iShares Russell 2000 ETF position peaked at $319K in Q1 2014.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2014.

Based on AlphaOne Investment Services's 13F filing for Q2 2014, filed 14 Aug 2014.