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Loeb Offshore Management’s iShares Russell 2000 ETF IWM Stock Holding History

Loeb Offshore 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
2014
Q4 		$383K Hold
3,200
– – 0.07% 94
2014
Q3 		$350K Buy
3,200
+3,130
+4,471% +$358K 0.05% 113
2014
Q2 		$8K Buy
+70
New +$7.95K ﹤0.01% 126

Other funds holding IWM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Loeb Offshore Management's IWM Position: Q4 2014 in Review

Loeb Offshore Management held its iShares Russell 2000 ETF (IWM) position steady in Q4 2014 at 3,200 shares worth $383K. The position accounts for 0.07% of the portfolio, ranked #94.

Loeb Offshore Management first reported a position in IWM in Q2 2014 and has held it in 3 quarters since. 879 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

  • Loeb Offshore Management held 3,200 shares of iShares Russell 2000 ETF worth $383K as of Q4 2014.
  • Loeb Offshore Management left its iShares Russell 2000 ETF share count unchanged in Q4 2014.
  • iShares Russell 2000 ETF made up 0.07% of Loeb Offshore Management's portfolio in Q4 2014, its #94 holding.
  • Loeb Offshore Management first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 3 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Loeb Offshore Management's 13F filing for Q4 2014, filed 17 Feb 2015.