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

BBT 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
2018 Q2	–	Sell	-10,000	Closed	-$1.52M	–	67
2018 Q1	$1.52M	Hold	10,000	–	–	0.35%	55
2017 Q4	$1.52M	Buy	+10,000	New	+$1.5M	0.3%	54
2014 Q1	–	Sell	-115,000	Closed	-$13.3M	–	295
2013 Q4	$13.3M	Buy	+115,000	New	+$12.7M	0.61%	36

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BBT Capital Management's IWM Position: Q1 2014 in Review

BBT Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2014, closing a stake of 52,487 shares — an estimated $6.05M sold.

BBT Capital Management first reported a position in IWM in Q3 2013 and held it in 2 quarters. The position peaked at $6.05M in Q4 2013. 771 funds tracked by Wall St. Rank hold IWM as of Q1 2014.

BBT Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2014 after selling out during the quarter.
BBT Capital Management sold 52,487 iShares Russell 2000 ETF shares in Q1 2014, an estimated $6.05M.
BBT Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and held it in 2 quarters.
BBT Capital Management's iShares Russell 2000 ETF position peaked at $6.05M in Q4 2013.
771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2014.

Based on BBT Capital Management's 13F filing for Q1 2014, filed 9 May 2014.