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BHF Kleinwort Benson Group’s iShares Russell 2000 ETF IWM Stock Holding History

BHF Kleinwort Benson Group’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
2015
Q3 		– Sell
-6,240
Closed -$779K – 427
2015
Q2 		$779K Hold
6,240
– – 0.03% 292
2015
Q1 		$776K Buy
6,240
+5,290
+557% +$638K 0.02% 285
2014
Q4 		$114K Buy
+950
New +$109K ﹤0.01% 370

Other funds holding IWM

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BHF Kleinwort Benson Group's IWM Position: Q3 2015 in Review

BHF Kleinwort Benson Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2015, closing a stake of 6,240 shares — an estimated $779K sold.

BHF Kleinwort Benson Group first reported a position in IWM in Q4 2014 and held it in 3 quarters. The position peaked at $779K in Q2 2015. 845 funds tracked by Wall St. Rank hold IWM as of Q3 2015.

  • BHF Kleinwort Benson Group reported no remaining iShares Russell 2000 ETF position as of Q3 2015 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 6,240 iShares Russell 2000 ETF shares in Q3 2015, an estimated $779K.
  • BHF Kleinwort Benson Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 3 quarters.
  • BHF Kleinwort Benson Group's iShares Russell 2000 ETF position peaked at $779K in Q2 2015.
  • 845 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2015.

Based on BHF Kleinwort Benson Group's 13F filing for Q3 2015, filed 13 Nov 2015.