Bridges Investment Counsel’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bridges Investment Counsel’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,700	Closed	-$263K	–	156
2015 Q4	$263K	Hold	1,700	–	–	0.05%	126
2015 Q3	$263K	Buy	+1,700	New	+$252K	0.05%	126

Other funds holding IWO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Bridges Investment Counsel's IWO Position: Q1 2016 in Review

Bridges Investment Counsel sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2016, closing a stake of 1,700 shares — an estimated $263K sold.

Bridges Investment Counsel first reported a position in IWO in Q3 2015 and held it in 2 quarters. The position peaked at $263K in Q4 2015. 423 funds tracked by Wall St. Rank hold IWO as of Q1 2016.

Bridges Investment Counsel reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2016 after selling out during the quarter.
Bridges Investment Counsel sold 1,700 iShares Russell 2000 Growth ETF shares in Q1 2016, an estimated $263K.
Bridges Investment Counsel first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and held it in 2 quarters.
Bridges Investment Counsel's iShares Russell 2000 Growth ETF position peaked at $263K in Q4 2015.
423 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2016.

Based on Bridges Investment Counsel's 13F filing for Q1 2016, filed 21 Apr 2016.