J.P. Turner & Co Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

J.P. Turner & Co Capital Management’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
2015 Q3	–	Sell	-1,766	Closed	-$216K	–	205
2015 Q2	$216K	Sell	1,766 -6,725	-79%	-$840K	0.17%	192
2015 Q1	$1.05M	Buy	8,491 +3,350	+65%	+$404K	0.97%	22
2014 Q4	$613K	Buy	+5,141	New	+$588K	0.59%	50

Other funds holding IWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

J.P. Turner & Co Capital Management's IWM Position: Q3 2015 in Review

J.P. Turner & Co Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2015, closing a stake of 1,766 shares — an estimated $216K sold.

J.P. Turner & Co Capital Management first reported a position in IWM in Q4 2014 and held it in 3 quarters. The position peaked at $1.05M in Q1 2015. 844 funds tracked by Wall St. Rank hold IWM as of Q3 2015.

J.P. Turner & Co Capital Management reported no remaining iShares Russell 2000 ETF position as of Q3 2015 after selling out during the quarter.
J.P. Turner & Co Capital Management sold 1,766 iShares Russell 2000 ETF shares in Q3 2015, an estimated $216K.
J.P. Turner & Co Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 3 quarters.
J.P. Turner & Co Capital Management's iShares Russell 2000 ETF position peaked at $1.05M in Q1 2015.
844 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.