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Emerson Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Emerson Investment 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
2014
Q4 		– Sell
-400
Closed -$52K – 176
2014
Q3 		$52K Buy
+400
New +$53.6K 0.01% 165

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Emerson Investment Management's IWO Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2014, closing a stake of 400 shares — an estimated $52K sold.

Emerson Investment Management first reported a position in IWO in Q3 2014 and held it in 1 quarter. The position peaked at $52K in Q3 2014. 383 funds tracked by Wall St. Rank hold IWO as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 400 iShares Russell 2000 Growth ETF shares in Q4 2014, an estimated $52K.
  • Emerson Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares Russell 2000 Growth ETF position peaked at $52K in Q3 2014.
  • 383 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.