Cue Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Cue Advisory Services’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 Q4	–	Sell	-4,122	Closed	-$695K	–	70
2018 Q3	$695K	Sell	4,122 -1,270	-24%	-$214K	0.42%	81
2018 Q2	$883K	Buy	5,392 +1,250	+30%	+$200K	0.54%	68
2018 Q1	$629K	Sell	4,142 -99	-2%	-$15.3K	0.42%	91
2017 Q4	$647K	Hold	4,241	–	–	0.43%	90
2017 Q3	$628K	Sell	4,241 -600	-12%	-$84.4K	0.44%	90
2017 Q2	$682K	Buy	4,841 +200	+4%	+$27.7K	0.49%	80
2017 Q1	$638K	Sell	4,641 -300	-6%	-$41K	0.48%	78
2016 Q4	$666K	Buy	4,941 +3,250	+192%	+$415K	0.54%	69
2016 Q3	$210K	Buy	+1,691	New	+$206K	0.18%	135
2016 Q1	–	Sell	-2,017	Closed	-$227K	–	151
2015 Q4	$227K	Buy	2,017 +187	+10%	+$21.6K	0.2%	132
2015 Q3	$200K	Sell	1,830 -1,787	-49%	-$212K	0.21%	129
2015 Q2	$452K	Sell	3,617 -800	-18%	-$100K	0.43%	93
2015 Q1	$549K	Sell	4,417 -1,550	-26%	-$187K	0.55%	80
2014 Q4	$714K	Buy	+5,967	New	+$682K	0.75%	54

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cue Advisory Services's IWM Position: Q4 2018 in Review

Cue Advisory Services sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 4,122 shares — an estimated $695K sold.

Cue Advisory Services first reported a position in IWM in Q4 2014 and held it in 14 quarters. The position peaked at $883K in Q2 2018. 1,401 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

Cue Advisory Services reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
Cue Advisory Services sold 4,122 iShares Russell 2000 ETF shares in Q4 2018, an estimated $695K.
Cue Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 14 quarters.
Cue Advisory Services's iShares Russell 2000 ETF position peaked at $883K in Q2 2018.
1,401 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.