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

Lord, Abbett & Co’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,312
Closed -$591K – 952
2014
Q3 		$591K Buy
+6,312
New +$625K ﹤0.01% 947

Other funds holding IWN

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lord, Abbett & Co's IWN Position: Q4 2014 in Review

Lord, Abbett & Co sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2014, closing a stake of 6,312 shares — an estimated $591K sold.

Lord, Abbett & Co first reported a position in IWN in Q3 2014 and held it in 1 quarter. The position peaked at $591K in Q3 2014. 403 funds tracked by Wall St. Rank hold IWN as of Q4 2014.

  • Lord, Abbett & Co reported no remaining iShares Russell 2000 Value ETF position as of Q4 2014 after selling out during the quarter.
  • Lord, Abbett & Co sold 6,312 iShares Russell 2000 Value ETF shares in Q4 2014, an estimated $591K.
  • Lord, Abbett & Co first reported a position in iShares Russell 2000 Value ETF in Q3 2014 and held it in 1 quarter.
  • Lord, Abbett & Co's iShares Russell 2000 Value ETF position peaked at $591K in Q3 2014.
  • 403 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2014.

Based on Lord, Abbett & Co's 13F filing for Q4 2014, filed 13 Feb 2015.