Columbia Partners Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Columbia Partners Investment 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
2018 Q2	–	Sell	-2,171	Closed	-$329K	–	184
2018 Q1	$329K	Hold	2,171	–	–	0.04%	203
2017 Q4	$330K	Hold	2,171	–	–	0.04%	191
2017 Q3	$321K	Hold	2,171	–	–	0.04%	208
2017 Q2	$305K	Hold	2,171	–	–	0.04%	220
2017 Q1	$298K	Buy	+2,171	New	+$297K	0.04%	244
2016 Q1	–	Sell	-1,915	Closed	-$215K	–	346
2015 Q4	$215K	Buy	+1,915	New	+$221K	0.01%	329
2015 Q1	–	Sell	-2,530	Closed	-$302K	–	341
2014 Q4	$302K	Buy	+2,530	New	+$289K	0.02%	319

Other funds holding IWM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Columbia Partners Investment Management's IWM Position: Q2 2018 in Review

Columbia Partners Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2018, closing a stake of 2,171 shares — an estimated $329K sold.

Columbia Partners Investment Management first reported a position in IWM in Q4 2014 and held it in 7 quarters. The position peaked at $330K in Q4 2017. 1,270 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

Columbia Partners Investment Management reported no remaining iShares Russell 2000 ETF position as of Q2 2018 after selling out during the quarter.
Columbia Partners Investment Management sold 2,171 iShares Russell 2000 ETF shares in Q2 2018, an estimated $329K.
Columbia Partners Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 7 quarters.
Columbia Partners Investment Management's iShares Russell 2000 ETF position peaked at $330K in Q4 2017.
1,270 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

Based on Columbia Partners Investment Management's 13F filing for Q2 2018, filed 12 Jul 2018.