Ninety One (UK)
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Ninety One (UK)’s iShares Russell 2000 ETF IWM Stock Holding History

Ninety One (UK)’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
Q1 		– Sell
-4,830
Closed -$557K – 244
2013
Q4 		$557K Hold
4,830
– – ﹤0.01% 200
2013
Q3 		$515K Hold
4,830
– – ﹤0.01% 219
2013
Q2 		$469K Buy
+4,830
New +$461K ﹤0.01% 218

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 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 $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ninety One (UK)'s IWM Position: Q1 2014 in Review

Ninety One (UK) sold out of iShares Russell 2000 ETF (IWM) in Q1 2014, closing a stake of 4,830 shares — an estimated $557K sold.

Ninety One (UK) first reported a position in IWM in Q2 2013 and held it in 3 quarters. The position peaked at $557K in Q4 2013. 771 funds tracked by Wall St. Rank hold IWM as of Q1 2014.

  • Ninety One (UK) reported no remaining iShares Russell 2000 ETF position as of Q1 2014 after selling out during the quarter.
  • Ninety One (UK) sold 4,830 iShares Russell 2000 ETF shares in Q1 2014, an estimated $557K.
  • Ninety One (UK) first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 3 quarters.
  • Ninety One (UK)'s iShares Russell 2000 ETF position peaked at $557K in Q4 2013.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2014.

Based on Ninety One (UK)'s 13F filing for Q1 2014, filed 12 May 2014.