Burgundy Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Burgundy Asset Management’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
2017 Q4	–	Sell	-11,788	Closed	-$1.75M	–	102
2017 Q3	$1.75M	Buy	+11,788	New	+$1.66M	0.02%	93
2016 Q1	–	Sell	-12,222	Closed	-$1.38M	–	110
2015 Q4	$1.38M	Buy	+12,222	New	+$1.41M	0.02%	95

Other funds holding IWM

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Burgundy Asset Management's IWM Position: Q4 2017 in Review

Burgundy Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 11,788 shares — an estimated $1.75M sold.

Burgundy Asset Management first reported a position in IWM in Q4 2015 and held it in 2 quarters. The position peaked at $1.75M in Q3 2017. 1,254 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

Burgundy Asset Management reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
Burgundy Asset Management sold 11,788 iShares Russell 2000 ETF shares in Q4 2017, an estimated $1.75M.
Burgundy Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 2 quarters.
Burgundy Asset Management's iShares Russell 2000 ETF position peaked at $1.75M in Q3 2017.
1,254 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Burgundy Asset Management's 13F filing for Q4 2017, filed 12 Feb 2018.