Keel Point Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Keel Point Advisors’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
2014 Q4	$1.6M	Buy	+13,343	New	+$1.53M	1.28%	9

Other funds holding IWM

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

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

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

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

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

BIT

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Keel Point Advisors's IWM Position: Q4 2014 in Review

Keel Point Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2014: 13,343 shares worth $1.6M. The stake represents 1.28% of the portfolio and ranks #9 among its holdings.

879 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

Keel Point Advisors held 13,343 shares of iShares Russell 2000 ETF worth $1.6M as of Q4 2014.
iShares Russell 2000 ETF was a new Keel Point Advisors position in Q4 2014.
iShares Russell 2000 ETF made up 1.28% of Keel Point Advisors's portfolio in Q4 2014, its #9 holding.
879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.