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Lumina Fund Management’s iShares Russell 2000 ETF IWM Stock Holding History

Lumina Fund 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 		– Sell
-92,500
Closed -$10.3M – 50
2014
Q3 		$10.3M Buy
+92,500
New +$10.6M 0.94% 4

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lumina Fund Management's IWM Position: Q2 2018 in Review

Lumina Fund Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2018, closing a stake of 33,800 shares — an estimated $5.13M sold.

Lumina Fund Management first reported a position in IWM in Q2 2013 and held it in 6 quarters. The position peaked at $5.15M in Q4 2017. 1,269 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

  • Lumina Fund Management reported no remaining iShares Russell 2000 ETF position as of Q2 2018 after selling out during the quarter.
  • Lumina Fund Management sold 33,800 iShares Russell 2000 ETF shares in Q2 2018, an estimated $5.13M.
  • Lumina Fund Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 6 quarters.
  • Lumina Fund Management's iShares Russell 2000 ETF position peaked at $5.15M in Q4 2017.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

Based on Lumina Fund Management's 13F filing for Q2 2018, filed 13 Aug 2018.