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Cedar Hill Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cedar Hill Associates’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
2015
Q3 		– Sell
-1,474
Closed -$228K – 74
2015
Q2 		$228K Sell
1,474
-366
-20% -$56.1K 0.04% 76
2015
Q1 		$279K Sell
1,840
-114,110
-98% -$16.6M 0.04% 76
2014
Q4 		$16.5M Sell
115,950
-2,930
-2% -$396K 2.61% 4
2014
Q3 		$15.4M Sell
118,880
-89,340
-43% -$12M 2.49% 6
2014
Q2 		$28.8M Sell
208,220
-70,520
-25% -$9.27M 4.56% 3
2014
Q1 		$37.9M Sell
278,740
-1,095
-0.4% -$150K 6.36% 1
2013
Q4 		$37.9M Sell
279,835
-70,050
-20% -$9.08M 6.75% 1
2013
Q3 		$44M Sell
349,885
-9,080
-3% -$1.09M 8.39% 1
2013
Q2 		$40M Buy
+358,965
New +$39.2M 7.85% 1

Other funds holding IWO

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Cedar Hill Associates's IWO Position: Q3 2015 in Review

Cedar Hill Associates sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2015, closing a stake of 1,474 shares — an estimated $228K sold.

Cedar Hill Associates first reported a position in IWO in Q2 2013 and held it in 9 quarters. The position peaked at $44M in Q3 2013. 401 funds tracked by Wall St. Rank hold IWO as of Q3 2015.

  • Cedar Hill Associates reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2015 after selling out during the quarter.
  • Cedar Hill Associates sold 1,474 iShares Russell 2000 Growth ETF shares in Q3 2015, an estimated $228K.
  • Cedar Hill Associates first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 9 quarters.
  • Cedar Hill Associates's iShares Russell 2000 Growth ETF position peaked at $44M in Q3 2013.
  • 401 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2015.

Based on Cedar Hill Associates's 13F filing for Q3 2015, filed 9 Nov 2015.