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

Convergence Investment Partners’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
2015
Q1 		– Sell
-28,300
Closed -$3.38M – 389
2014
Q4 		$3.38M Buy
+28,300
New +$3.24M 0.45% 64

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Convergence Investment Partners's IWM Position: Q1 2015 in Review

Convergence Investment Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2015, closing a stake of 28,300 shares — an estimated $3.38M sold.

Convergence Investment Partners first reported a position in IWM in Q4 2014 and held it in 1 quarter. The position peaked at $3.38M in Q4 2014. 865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

  • Convergence Investment Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2015 after selling out during the quarter.
  • Convergence Investment Partners sold 28,300 iShares Russell 2000 ETF shares in Q1 2015, an estimated $3.38M.
  • Convergence Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 1 quarter.
  • Convergence Investment Partners's iShares Russell 2000 ETF position peaked at $3.38M in Q4 2014.
  • 865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

Based on Convergence Investment Partners's 13F filing for Q1 2015, filed 1 May 2015.