PRS
IWO icon

Pinkerton Retirement Specialists’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pinkerton Retirement Specialists’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
2017
Q3 		– Sell
-12
Closed -$2K – 173
2017
Q2 		$2K Buy
+12
New +$1.98K ﹤0.01% 170

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Pinkerton Retirement Specialists's IWO Position: Q3 2017 in Review

Pinkerton Retirement Specialists sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2017, closing a stake of 12 shares — an estimated $2K sold.

Pinkerton Retirement Specialists first reported a position in IWO in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 477 funds tracked by Wall St. Rank hold IWO as of Q3 2017.

  • Pinkerton Retirement Specialists reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 12 iShares Russell 2000 Growth ETF shares in Q3 2017, an estimated $2K.
  • Pinkerton Retirement Specialists first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and held it in 1 quarter.
  • Pinkerton Retirement Specialists's iShares Russell 2000 Growth ETF position peaked at $2K in Q2 2017.
  • 477 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q3 2017, filed 14 Nov 2017.