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Horizon Investments’s iShares Russell Top 200 ETF IWL Stock Holding History

Horizon Investments’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-103,380
Closed -$4.93M – 137
2016
Q2 		$4.93M Buy
103,380
+74,953
+264% +$3.55M 0.37% 30
2016
Q1 		$1.33M Buy
+28,427
New +$1.27M 0.11% 53

Other funds holding IWL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Horizon Investments's IWL Position: Q3 2016 in Review

Horizon Investments sold out of iShares Russell Top 200 ETF (IWL) in Q3 2016, closing a stake of 103,380 shares — an estimated $4.93M sold.

Horizon Investments first reported a position in IWL in Q1 2016 and held it in 2 quarters. The position peaked at $4.93M in Q2 2016. 29 funds tracked by Wall St. Rank hold IWL as of Q3 2016.

  • Horizon Investments reported no remaining iShares Russell Top 200 ETF position as of Q3 2016 after selling out during the quarter.
  • Horizon Investments sold 103,380 iShares Russell Top 200 ETF shares in Q3 2016, an estimated $4.93M.
  • Horizon Investments first reported a position in iShares Russell Top 200 ETF in Q1 2016 and held it in 2 quarters.
  • Horizon Investments's iShares Russell Top 200 ETF position peaked at $4.93M in Q2 2016.
  • 29 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2016.

Based on Horizon Investments's 13F filing for Q3 2016, filed 14 Nov 2016.