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

Bridges Investment Management’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 Q4	–	Sell	-1,400	Closed	-$208K	–	135
2016 Q3	$208K	Buy	+1,400	New	+$204K	0.03%	128
2016 Q2	–	Sell	-1,700	Closed	-$225K	–	134
2016 Q1	$225K	Hold	1,700	–	–	0.04%	123
2015 Q4	$237K	Hold	1,700	–	–	0.04%	120
2015 Q3	$263K	Hold	1,700	–	–	0.05%	126
2015 Q2	$263K	Hold	1,700	–	–	0.05%	126
2015 Q1	$258K	Hold	1,700	–	–	0.05%	128
2014 Q4	$242K	Hold	1,700	–	–	0.04%	130
2014 Q3	$220K	Hold	1,700	–	–	0.04%	131
2014 Q2	$235K	Hold	1,700	–	–	0.04%	129
2014 Q1	$231K	Hold	1,700	–	–	0.05%	121
2013 Q4	$230K	Hold	1,700	–	–	0.05%	119
2013 Q3	$214K	Buy	+1,700	New	+$205K	0.05%	119

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

TCT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HCM

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bridges Investment Management's IWO Position: Q4 2016 in Review

Bridges Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2016, closing a stake of 1,400 shares — an estimated $208K sold.

Bridges Investment Management first reported a position in IWO in Q3 2013 and held it in 12 quarters. The position peaked at $263K in Q3 2015. 489 funds tracked by Wall St. Rank hold IWO as of Q4 2016.

Bridges Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2016 after selling out during the quarter.
Bridges Investment Management sold 1,400 iShares Russell 2000 Growth ETF shares in Q4 2016, an estimated $208K.
Bridges Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and held it in 12 quarters.
Bridges Investment Management's iShares Russell 2000 Growth ETF position peaked at $263K in Q3 2015.
489 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2016.

Based on Bridges Investment Management's 13F filing for Q4 2016, filed 10 Jan 2017.