Axial Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Axial Capital 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
2013 Q4	–	Sell	-1,061,526	Closed	-$113M	–	6
2013 Q3	$113M	Sell	1,061,526 -50,335	-5%	-$5.21M	22.89%	1
2013 Q2	$108M	Buy	+1,111,861	New	+$106M	19.14%	2

Other funds holding IWM

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

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

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

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Axial Capital Management's IWM Position: Q4 2013 in Review

Axial Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2013, closing a stake of 1,061,526 shares — an estimated $113M sold.

Axial Capital Management first reported a position in IWM in Q2 2013 and held it in 2 quarters. The position peaked at $113M in Q3 2013. 760 funds tracked by Wall St. Rank hold IWM as of Q4 2013.

Axial Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2013 after selling out during the quarter.
Axial Capital Management sold 1,061,526 iShares Russell 2000 ETF shares in Q4 2013, an estimated $113M.
Axial Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 2 quarters.
Axial Capital Management's iShares Russell 2000 ETF position peaked at $113M in Q3 2013.
760 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2013.

Based on Axial Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.