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

J.P. Turner & Co Capital Management’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,446	Closed	-$205K	–	217
2014 Q4	$205K	Buy	+1,446	New	+$196K	0.2%	164

Other funds holding IWO

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

J.P. Turner & Co Capital Management's IWO Position: Q1 2015 in Review

J.P. Turner & Co Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2015, closing a stake of 1,446 shares — an estimated $205K sold.

J.P. Turner & Co Capital Management first reported a position in IWO in Q4 2014 and held it in 1 quarter. The position peaked at $205K in Q4 2014. 399 funds tracked by Wall St. Rank hold IWO as of Q1 2015.

J.P. Turner & Co Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2015 after selling out during the quarter.
J.P. Turner & Co Capital Management sold 1,446 iShares Russell 2000 Growth ETF shares in Q1 2015, an estimated $205K.
J.P. Turner & Co Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 1 quarter.
J.P. Turner & Co Capital Management's iShares Russell 2000 Growth ETF position peaked at $205K in Q4 2014.
399 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q1 2015, filed 14 May 2015.