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ArrowMark Colorado Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

ArrowMark Colorado Holdings’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
Q4 		– Sell
-116,877
Closed -$17.3M – 342
2017
Q3 		$17.3M Buy
116,877
+53,907
+86% +$7.58M 0.2% 113
2017
Q2 		$8.87M Buy
+62,970
New +$8.72M 0.11% 161

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

ArrowMark Colorado Holdings's IWM Position: Q4 2017 in Review

ArrowMark Colorado Holdings sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 116,877 shares — an estimated $17.3M sold.

ArrowMark Colorado Holdings first reported a position in IWM in Q2 2017 and held it in 2 quarters. The position peaked at $17.3M in Q3 2017. 1,255 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

  • ArrowMark Colorado Holdings reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
  • ArrowMark Colorado Holdings sold 116,877 iShares Russell 2000 ETF shares in Q4 2017, an estimated $17.3M.
  • ArrowMark Colorado Holdings first reported a position in iShares Russell 2000 ETF in Q2 2017 and held it in 2 quarters.
  • ArrowMark Colorado Holdings's iShares Russell 2000 ETF position peaked at $17.3M in Q3 2017.
  • 1,255 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on ArrowMark Colorado Holdings's 13F filing for Q4 2017, filed 14 Feb 2018.