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Alpine Associates Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Alpine Associates Advisors’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
Q3 		– Sell
-2,700
Closed -$321K – 86
2014
Q2 		$321K Sell
2,700
-7,900
-75% -$897K 0.01% 82
2014
Q1 		$1.23M Sell
10,600
-4,700
-31% -$542K 0.08% 72
2013
Q4 		$1.76M Buy
15,300
+1,100
+8% +$121K 0.09% 65
2013
Q3 		$1.51M Buy
14,200
+4,200
+42% +$435K 0.06% 69
2013
Q2 		$970K Buy
+10,000
New +$955K 0.04% 68

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alpine Associates Advisors's IWM Position: Q3 2014 in Review

Alpine Associates Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2014, closing a stake of 2,700 shares — an estimated $321K sold.

Alpine Associates Advisors first reported a position in IWM in Q2 2013 and held it in 5 quarters. The position peaked at $1.76M in Q4 2013. 749 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

  • Alpine Associates Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2014 after selling out during the quarter.
  • Alpine Associates Advisors sold 2,700 iShares Russell 2000 ETF shares in Q3 2014, an estimated $321K.
  • Alpine Associates Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 5 quarters.
  • Alpine Associates Advisors's iShares Russell 2000 ETF position peaked at $1.76M in Q4 2013.
  • 749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

Based on Alpine Associates Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.