Peachtree Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Peachtree Investment Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-3,689	Closed	-$570K	–	179
2015 Q2	$570K	Buy	3,689 +7	+0.2%	+$1.07K	0.43%	67
2015 Q1	$558K	Buy	3,682 +9	+0.2%	+$1.31K	0.4%	71
2014 Q4	$523K	Buy	3,673 +6	+0.2%	+$812	0.35%	82
2014 Q3	$476K	Buy	3,667 +7	+0.2%	+$938	0.32%	85
2014 Q2	$507K	Buy	3,660 +6	+0.2%	+$789	0.34%	80
2014 Q1	$497K	Hold	3,654	–	–	0.34%	82
2013 Q4	$495K	Buy	+3,654	New	+$474K	0.34%	82

Other funds holding IWO

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Peachtree Investment Advisors's IWO Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2015, closing a stake of 3,689 shares — an estimated $570K sold.

Peachtree Investment Advisors first reported a position in IWO in Q4 2013 and held it in 7 quarters. The position peaked at $570K in Q2 2015. 402 funds tracked by Wall St. Rank hold IWO as of Q3 2015.

Peachtree Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 3,689 iShares Russell 2000 Growth ETF shares in Q3 2015, an estimated $570K.
Peachtree Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 7 quarters.
Peachtree Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $570K in Q2 2015.
402 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.