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Highland Capital Management (Texas)’s iShares Russell 2000 ETF IWM Stock Holding History

Highland Capital Management (Texas)’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
2016
Q3 		– Sell
-125,000
Closed -$14.4M – 333
2016
Q2 		$14.4M Buy
+125,000
New +$14.1M 0.59% 46
2015
Q3 		– Sell
-2,200,000
Closed -$275M – 298
2015
Q2 		$275M Buy
+2,200,000
New +$275M 5.6% 2

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $303B AUM 53.02% 1-Year Est. Return

Highland Capital Management (Texas)'s IWM Position: Q3 2017 in Review

Highland Capital Management (Texas) sold out of iShares Russell 2000 ETF (IWM) in Q3 2017, closing a stake of 500,000 shares — an estimated $70.5M sold.

Highland Capital Management (Texas) first reported a position in IWM in Q2 2017 and held it in 1 quarter. The position peaked at $70.5M in Q2 2017. 1,098 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

  • Highland Capital Management (Texas) reported no remaining iShares Russell 2000 ETF position as of Q3 2017 after selling out during the quarter.
  • Highland Capital Management (Texas) sold 500,000 iShares Russell 2000 ETF shares in Q3 2017, an estimated $70.5M.
  • Highland Capital Management (Texas) first reported a position in iShares Russell 2000 ETF in Q2 2017 and held it in 1 quarter.
  • Highland Capital Management (Texas)'s iShares Russell 2000 ETF position peaked at $70.5M in Q2 2017.
  • 1,098 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on Highland Capital Management (Texas)'s 13F filing for Q3 2017, filed 14 Nov 2017.