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Beacon Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Beacon Trust’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
Q1 		– Sell
-2,667
Closed -$307K – 204
2013
Q4 		$307K Hold
2,667
– – 0.05% 147
2013
Q3 		$284K Buy
2,667
+116
+5% +$12K 0.05% 145
2013
Q2 		$247K Buy
+2,551
New +$244K 0.05% 157

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Beacon Trust's IWM Position: Q1 2014 in Review

Beacon Trust sold out of iShares Russell 2000 ETF (IWM) in Q1 2014, closing a stake of 2,667 shares — an estimated $307K sold.

Beacon Trust first reported a position in IWM in Q2 2013 and held it in 3 quarters. The position peaked at $307K in Q4 2013. 771 funds tracked by Wall St. Rank hold IWM as of Q1 2014.

  • Beacon Trust reported no remaining iShares Russell 2000 ETF position as of Q1 2014 after selling out during the quarter.
  • Beacon Trust sold 2,667 iShares Russell 2000 ETF shares in Q1 2014, an estimated $307K.
  • Beacon Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 3 quarters.
  • Beacon Trust's iShares Russell 2000 ETF position peaked at $307K in Q4 2013.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2014.

Based on Beacon Trust's 13F filing for Q1 2014, filed 5 May 2014.