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Foyston, Gordon, & Payne’s iShares Russell 2000 ETF IWM Stock Holding History

Foyston, Gordon, & Payne’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
2014
Q2 		– Sell
-116,200
Closed -$13.5M – 82
2014
Q1 		$13.5M Buy
+116,200
New +$13.4M 1.67% 23

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Foyston, Gordon, & Payne's IWM Position: Q2 2014 in Review

Foyston, Gordon, & Payne sold out of iShares Russell 2000 ETF (IWM) in Q2 2014, closing a stake of 116,200 shares — an estimated $13.5M sold.

Foyston, Gordon, & Payne first reported a position in IWM in Q1 2014 and held it in 1 quarter. The position peaked at $13.5M in Q1 2014. 771 funds tracked by Wall St. Rank hold IWM as of Q2 2014.

  • Foyston, Gordon, & Payne reported no remaining iShares Russell 2000 ETF position as of Q2 2014 after selling out during the quarter.
  • Foyston, Gordon, & Payne sold 116,200 iShares Russell 2000 ETF shares in Q2 2014, an estimated $13.5M.
  • Foyston, Gordon, & Payne first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 1 quarter.
  • Foyston, Gordon, & Payne's iShares Russell 2000 ETF position peaked at $13.5M in Q1 2014.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2014.

Based on Foyston, Gordon, & Payne's 13F filing for Q2 2014, filed 14 Aug 2014.