Lord, Abbett & Co
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Lord, Abbett & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Lord, Abbett & Co’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
-41,709
Closed -$4.61M – 899
2016
Q1 		$4.61M Buy
+41,709
New +$4.32M 0.01% 726

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lord, Abbett & Co's IWM Position: Q2 2016 in Review

Lord, Abbett & Co sold out of iShares Russell 2000 ETF (IWM) in Q2 2016, closing a stake of 41,709 shares — an estimated $4.61M sold.

Lord, Abbett & Co first reported a position in IWM in Q1 2016 and held it in 1 quarter. The position peaked at $4.61M in Q1 2016. 915 funds tracked by Wall St. Rank hold IWM as of Q2 2016.

  • Lord, Abbett & Co reported no remaining iShares Russell 2000 ETF position as of Q2 2016 after selling out during the quarter.
  • Lord, Abbett & Co sold 41,709 iShares Russell 2000 ETF shares in Q2 2016, an estimated $4.61M.
  • Lord, Abbett & Co first reported a position in iShares Russell 2000 ETF in Q1 2016 and held it in 1 quarter.
  • Lord, Abbett & Co's iShares Russell 2000 ETF position peaked at $4.61M in Q1 2016.
  • 915 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2016.

Based on Lord, Abbett & Co's 13F filing for Q2 2016, filed 12 Aug 2016.