Harvard Management Company’s iShares Russell 2000 ETF IWM Stock Holding History

Harvard Management Company’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 Q1	–	Sell	-9,902	Closed	-$1.14M	–	108
2013 Q4	$1.14M	Sell	9,902 -29,175	-75%	-$3.22M	0.13%	82
2013 Q3	$4.17M	Buy	39,077 +188	+0.5%	+$19.4K	0.34%	59
2013 Q2	$3.78M	Buy	+38,889	New	+$3.71M	0.41%	46

Other funds holding IWM

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

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

Harvard Management Company's IWM Position: Q1 2014 in Review

Harvard Management Company sold out of iShares Russell 2000 ETF (IWM) in Q1 2014, closing a stake of 9,902 shares — an estimated $1.14M sold.

Harvard Management Company first reported a position in IWM in Q2 2013 and held it in 3 quarters. The position peaked at $4.17M in Q3 2013. 771 funds tracked by Wall St. Rank hold IWM as of Q1 2014.

Harvard Management Company reported no remaining iShares Russell 2000 ETF position as of Q1 2014 after selling out during the quarter.
Harvard Management Company sold 9,902 iShares Russell 2000 ETF shares in Q1 2014, an estimated $1.14M.
Harvard Management Company first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 3 quarters.
Harvard Management Company's iShares Russell 2000 ETF position peaked at $4.17M in Q3 2013.
771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2014.

Based on Harvard Management Company's 13F filing for Q1 2014, filed 9 May 2014.