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Leonard Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Leonard 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
2016
Q2 		– Sell
-100,000
Closed -$11.1M – 2
2016
Q1 		$11.1M Buy
+100,000
New +$10.4M 22.47% 3

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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Leonard Capital Management's IWM Position: Q2 2016 in Review

Leonard Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2016, closing a stake of 100,000 shares — an estimated $11.1M sold.

Leonard Capital Management first reported a position in IWM in Q1 2016 and held it in 1 quarter. The position peaked at $11.1M in Q1 2016. 914 funds tracked by Wall St. Rank hold IWM as of Q2 2016.

  • Leonard Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2016 after selling out during the quarter.
  • Leonard Capital Management sold 100,000 iShares Russell 2000 ETF shares in Q2 2016, an estimated $11.1M.
  • Leonard Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2016 and held it in 1 quarter.
  • Leonard Capital Management's iShares Russell 2000 ETF position peaked at $11.1M in Q1 2016.
  • 914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2016.

Based on Leonard Capital Management's 13F filing for Q2 2016, filed 15 Aug 2016.