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Chartwell Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Chartwell Investment Partners’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
Q2 		– Sell
-2,600
Closed -$354K – 351
2014
Q1 		$354K Hold
2,600
– – 0.01% 331
2013
Q4 		$352K Hold
2,600
– – 0.01% 344
2013
Q3 		$327K Hold
2,600
– – 0.01% 349
2013
Q2 		$290K Buy
+2,600
New +$284K 0.01% 323

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Chartwell Investment Partners's IWO Position: Q2 2014 in Review

Chartwell Investment Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2014, closing a stake of 2,600 shares — an estimated $354K sold.

Chartwell Investment Partners first reported a position in IWO in Q2 2013 and held it in 4 quarters. The position peaked at $354K in Q1 2014. 350 funds tracked by Wall St. Rank hold IWO as of Q2 2014.

  • Chartwell Investment Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Chartwell Investment Partners sold 2,600 iShares Russell 2000 Growth ETF shares in Q2 2014, an estimated $354K.
  • Chartwell Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 4 quarters.
  • Chartwell Investment Partners's iShares Russell 2000 Growth ETF position peaked at $354K in Q1 2014.
  • 350 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2014.

Based on Chartwell Investment Partners's 13F filing for Q2 2014, filed 13 Aug 2014.