PCM
SMMD icon

Palouse Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Palouse Capital Management’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,575
Closed -$279K – 84
2020
Q2 		$279K Buy
+6,575
New +$257K 0.15% 60

Other funds holding SMMD

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Palouse Capital Management's SMMD Position: Q3 2020 in Review

Palouse Capital Management sold out of iShares Russell 2500 ETF (SMMD) in Q3 2020, closing a stake of 6,575 shares — an estimated $279K sold.

Palouse Capital Management first reported a position in SMMD in Q2 2020 and held it in 1 quarter. The position peaked at $279K in Q2 2020. 31 funds tracked by Wall St. Rank hold SMMD as of Q3 2020.

  • Palouse Capital Management reported no remaining iShares Russell 2500 ETF position as of Q3 2020 after selling out during the quarter.
  • Palouse Capital Management sold 6,575 iShares Russell 2500 ETF shares in Q3 2020, an estimated $279K.
  • Palouse Capital Management first reported a position in iShares Russell 2500 ETF in Q2 2020 and held it in 1 quarter.
  • Palouse Capital Management's iShares Russell 2500 ETF position peaked at $279K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2020.

Based on Palouse Capital Management's 13F filing for Q3 2020, filed 2 Nov 2020.