Nichols Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Nichols Asset 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
2016 Q4	$568K	Hold	4,215	–	–	1.11%	26
2016 Q3	$524K	Hold	4,215	–	–	0.98%	31
2016 Q2	$485K	Sell	4,215 -50	-1%	-$5.64K	0.99%	33
2016 Q1	$472K	Buy	+4,265	New	+$442K	0.1%	78

Other funds holding IWM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Nichols Asset Management's IWM Position: Q4 2016 in Review

Nichols Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q4 2016 at 4,215 shares worth $568K. The position accounts for 1.11% of the portfolio, ranked #26.

Nichols Asset Management first reported a position in IWM in Q1 2016 and has held it in 4 quarters since. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

Nichols Asset Management held 4,215 shares of iShares Russell 2000 ETF worth $568K as of Q4 2016.
Nichols Asset Management left its iShares Russell 2000 ETF share count unchanged in Q4 2016.
iShares Russell 2000 ETF made up 1.11% of Nichols Asset Management's portfolio in Q4 2016, its #26 holding.
Nichols Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 4 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on Nichols Asset Management's 13F filing for Q4 2016, filed 10 Feb 2017.