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Lombard Odier & Cie (Canada)’s iShares Russell 2000 ETF IWM Stock Holding History

Lombard Odier & Cie (Canada)’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
Q3 		– Sell
-14,327
Closed -$1.7M – 174
2014
Q2 		$1.7M Hold
14,327
– – 1.11% 29
2014
Q1 		$1.67M Buy
+14,327
New +$1.65M 1.28% 24

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lombard Odier & Cie (Canada)'s IWM Position: Q3 2014 in Review

Lombard Odier & Cie (Canada) sold out of iShares Russell 2000 ETF (IWM) in Q3 2014, closing a stake of 14,327 shares — an estimated $1.7M sold.

Lombard Odier & Cie (Canada) first reported a position in IWM in Q1 2014 and held it in 2 quarters. The position peaked at $1.7M in Q2 2014. 749 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

  • Lombard Odier & Cie (Canada) reported no remaining iShares Russell 2000 ETF position as of Q3 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Canada) sold 14,327 iShares Russell 2000 ETF shares in Q3 2014, an estimated $1.7M.
  • Lombard Odier & Cie (Canada) first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 2 quarters.
  • Lombard Odier & Cie (Canada)'s iShares Russell 2000 ETF position peaked at $1.7M in Q2 2014.
  • 749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q3 2014, filed 14 Nov 2014.