CapWealth Advisors’s Ironwood Pharmaceuticals IRWD Stock Holding History

CapWealth Advisors’s Portfolio IRWD Stock Details IRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-8,836	Closed	-$118K	–	172
2016 Q3	$118K	Hold	8,836	–	–	0.03%	107
2016 Q2	$97K	Hold	8,836	–	–	0.02%	110
2016 Q1	$81K	Buy	+8,836	New	+$72.9K	0.02%	113
2015 Q4	–	Sell	-5,731	Closed	-$50K	–	277
2015 Q3	$50K	Hold	5,731	–	–	0.01%	117
2015 Q2	$58K	Hold	5,731	–	–	0.01%	118
2015 Q1	$77K	Buy	+5,731	New	+$75.2K	0.02%	119
2014 Q4	–	Sell	-5,731	Closed	-$62K	–	185
2014 Q3	$62K	Buy	5,731 +2,388	+71%	+$27.3K	0.01%	123
2014 Q2	$43K	Hold	3,343	–	–	0.01%	148
2014 Q1	$34K	Hold	3,343	–	–	0.01%	154
2013 Q4	$33K	Hold	3,343	–	–	0.01%	169
2013 Q3	$33K	Hold	3,343	–	–	0.01%	189
2013 Q2	$28K	Buy	+3,343	New	+$40.5K	0.01%	197

Other funds holding IRWD

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CapWealth Advisors's IRWD Position: Q4 2016 in Review

CapWealth Advisors sold out of Ironwood Pharmaceuticals (IRWD) in Q4 2016, closing a stake of 8,836 shares — an estimated $118K sold.

CapWealth Advisors first reported a position in IRWD in Q2 2013 and held it in 12 quarters. The position peaked at $118K in Q3 2016. 163 funds tracked by Wall St. Rank hold IRWD as of Q4 2016.

CapWealth Advisors reported no remaining Ironwood Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 8,836 Ironwood Pharmaceuticals shares in Q4 2016, an estimated $118K.
CapWealth Advisors first reported a position in Ironwood Pharmaceuticals in Q2 2013 and held it in 12 quarters.
CapWealth Advisors's Ironwood Pharmaceuticals position peaked at $118K in Q3 2016.
163 funds tracked by Wall St. Rank held Ironwood Pharmaceuticals as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.