AMP Capital Investors’s iShares Russell 2000 ETF IWM Stock Holding History

AMP Capital Investors’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
2017 Q3	–	Sell	-3,957	Closed	-$558K	–	1155
2017 Q2	$558K	Buy	3,957 +600	+18%	+$83K	﹤0.01%	958
2017 Q1	$461K	Buy	3,357 +100	+3%	+$13.7K	﹤0.01%	990
2016 Q4	$441K	Sell	3,257 -200	-6%	-$25.6K	﹤0.01%	1001
2016 Q3	$425K	Hold	3,457	–	–	﹤0.01%	1016
2016 Q2	$390K	Hold	3,457	–	–	﹤0.01%	1000
2016 Q1	$381K	Buy	3,457 +100	+3%	+$10.4K	﹤0.01%	1002
2015 Q4	$383K	Hold	3,357	–	–	﹤0.01%	1028
2015 Q3	$361K	Buy	3,357 +100	+3%	+$11.9K	﹤0.01%	1016
2015 Q2	$405K	Hold	3,257	–	–	﹤0.01%	1013
2015 Q1	$406K	Hold	3,257	–	–	﹤0.01%	1025
2014 Q4	$392K	Sell	3,257 -415	-11%	-$47.5K	﹤0.01%	1024
2014 Q3	$408K	Sell	3,672 -548	-13%	-$62.7K	﹤0.01%	1023
2014 Q2	$499K	Buy	4,220 +292	+7%	+$33.2K	﹤0.01%	1003
2014 Q1	$449K	Hold	3,928	–	–	﹤0.01%	983
2013 Q4	$452K	Hold	3,928	–	–	﹤0.01%	1018
2013 Q3	$419K	Hold	3,928	–	–	﹤0.01%	1000
2013 Q2	$383K	Buy	+3,928	New	+$375K	﹤0.01%	1137

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AMP Capital Investors's IWM Position: Q3 2017 in Review

AMP Capital Investors sold out of iShares Russell 2000 ETF (IWM) in Q3 2017, closing a stake of 3,957 shares — an estimated $558K sold.

AMP Capital Investors first reported a position in IWM in Q2 2013 and held it in 17 quarters. The position peaked at $558K in Q2 2017. 1,098 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

AMP Capital Investors reported no remaining iShares Russell 2000 ETF position as of Q3 2017 after selling out during the quarter.
AMP Capital Investors sold 3,957 iShares Russell 2000 ETF shares in Q3 2017, an estimated $558K.
AMP Capital Investors first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 17 quarters.
AMP Capital Investors's iShares Russell 2000 ETF position peaked at $558K in Q2 2017.
1,098 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on AMP Capital Investors's 13F filing for Q3 2017, filed 14 Nov 2017.