Bolton LP’s iShares Russell 2000 ETF IWM Stock Holding History

Bolton LP’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 Q2	–	Sell	-10,900	Closed	-$1.27M	–	144
2014 Q1	$1.27M	Buy	+10,900	New	+$1.26M	0.29%	63

Other funds holding IWM

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

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

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

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

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

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bolton LP's IWM Position: Q2 2014 in Review

Bolton LP sold out of iShares Russell 2000 ETF (IWM) in Q2 2014, closing a stake of 3,475 shares — an estimated $404K sold.

Bolton LP first reported a position in IWM in Q3 2013 and held it in 2 quarters. The position peaked at $1.4M in Q3 2013. 771 funds tracked by Wall St. Rank hold IWM as of Q2 2014.

Bolton LP reported no remaining iShares Russell 2000 ETF position as of Q2 2014 after selling out during the quarter.
Bolton LP sold 3,475 iShares Russell 2000 ETF shares in Q2 2014, an estimated $404K.
Bolton LP first reported a position in iShares Russell 2000 ETF in Q3 2013 and held it in 2 quarters.
Bolton LP's iShares Russell 2000 ETF position peaked at $1.4M in Q3 2013.
771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2014.

Based on Bolton LP's 13F filing for Q2 2014, filed 14 Aug 2014.