Jana Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Jana Partners’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
2018 Q4	–	Sell	-59,850	Closed	-$10.1M	–	50
2018 Q3	$10.1M	Buy	+59,850	New	+$10.1M	0.31%	36
2018 Q2	–	Sell	-20,000	Closed	-$3.04M	–	58
2018 Q1	$3.04M	Buy	+20,000	New	+$3.09M	0.09%	38
2017 Q2	–	Sell	-22,000	Closed	-$3.02M	–	52
2017 Q1	$3.02M	Buy	+22,000	New	+$3.01M	0.06%	48
2014 Q4	–	Sell	-400,000	Closed	-$43.7M	–	53
2014 Q3	$43.7M	Buy	+400,000	New	+$45.8M	0.23%	41

Other funds holding IWM

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

Jana Partners's IWM Position: Q4 2018 in Review

Jana Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 59,850 shares — an estimated $10.1M sold.

Jana Partners first reported a position in IWM in Q3 2014 and held it in 4 quarters. The position peaked at $43.7M in Q3 2014. 1,401 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

Jana Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
Jana Partners sold 59,850 iShares Russell 2000 ETF shares in Q4 2018, an estimated $10.1M.
Jana Partners first reported a position in iShares Russell 2000 ETF in Q3 2014 and held it in 4 quarters.
Jana Partners's iShares Russell 2000 ETF position peaked at $43.7M in Q3 2014.
1,401 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Jana Partners's 13F filing for Q4 2018, filed 14 Feb 2019.