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Belmont Global Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Belmont Global Advisors’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
2016
Q3 		– Sell
-3,440
Closed -$396K – 78
2016
Q2 		$396K Buy
+3,440
New +$388K 0.38% 48

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
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Belmont Global Advisors's IWM Position: Q3 2016 in Review

Belmont Global Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2016, closing a stake of 3,440 shares — an estimated $396K sold.

Belmont Global Advisors first reported a position in IWM in Q2 2016 and held it in 1 quarter. The position peaked at $396K in Q2 2016. 929 funds tracked by Wall St. Rank hold IWM as of Q3 2016.

  • Belmont Global Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2016 after selling out during the quarter.
  • Belmont Global Advisors sold 3,440 iShares Russell 2000 ETF shares in Q3 2016, an estimated $396K.
  • Belmont Global Advisors first reported a position in iShares Russell 2000 ETF in Q2 2016 and held it in 1 quarter.
  • Belmont Global Advisors's iShares Russell 2000 ETF position peaked at $396K in Q2 2016.
  • 929 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2016.

Based on Belmont Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.