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East Coast Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

East Coast Asset Management’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
2013
Q3 		– Sell
-366
Closed -$41K – 230
2013
Q2 		$41K Buy
+366
New +$40K 0.02% 243

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

East Coast Asset Management's IWO Position: Q3 2013 in Review

East Coast Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2013, closing a stake of 366 shares — an estimated $41K sold.

East Coast Asset Management first reported a position in IWO in Q2 2013 and held it in 1 quarter. The position peaked at $41K in Q2 2013. 308 funds tracked by Wall St. Rank hold IWO as of Q3 2013.

  • East Coast Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 366 iShares Russell 2000 Growth ETF shares in Q3 2013, an estimated $41K.
  • East Coast Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's iShares Russell 2000 Growth ETF position peaked at $41K in Q2 2013.
  • 308 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.