North American Management’s iShares Russell 2000 ETF IWM Stock Holding History

North American 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
2013 Q3	–	Sell	-2,065	Closed	-$200K	–	128
2013 Q2	$200K	Buy	+2,065	New	+$197K	0.04%	120

Other funds holding IWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

North American Management's IWM Position: Q3 2013 in Review

North American Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2013, closing a stake of 2,065 shares — an estimated $200K sold.

North American Management first reported a position in IWM in Q2 2013 and held it in 1 quarter. The position peaked at $200K in Q2 2013. 662 funds tracked by Wall St. Rank hold IWM as of Q3 2013.

North American Management reported no remaining iShares Russell 2000 ETF position as of Q3 2013 after selling out during the quarter.
North American Management sold 2,065 iShares Russell 2000 ETF shares in Q3 2013, an estimated $200K.
North American Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 1 quarter.
North American Management's iShares Russell 2000 ETF position peaked at $200K in Q2 2013.
662 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2013.

Based on North American Management's 13F filing for Q3 2013, filed 1 Nov 2013.