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Capital One National Association’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Capital One National Association’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
2014
Q1 		– Sell
-2,118
Closed -$287K – 564
2013
Q4 		$287K Buy
+2,118
New +$274K 0.03% 449

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Capital One National Association's IWO Position: Q1 2014 in Review

Capital One National Association sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2014, closing a stake of 2,118 shares — an estimated $287K sold.

Capital One National Association first reported a position in IWO in Q4 2013 and held it in 1 quarter. The position peaked at $287K in Q4 2013. 364 funds tracked by Wall St. Rank hold IWO as of Q1 2014.

  • Capital One National Association reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Capital One National Association sold 2,118 iShares Russell 2000 Growth ETF shares in Q1 2014, an estimated $287K.
  • Capital One National Association first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 1 quarter.
  • Capital One National Association's iShares Russell 2000 Growth ETF position peaked at $287K in Q4 2013.
  • 364 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2014.

Based on Capital One National Association's 13F filing for Q1 2014, filed 7 May 2014.