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Pinnacle Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pinnacle Advisory Group’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
Q1 		– Sell
-5,070
Closed -$651K – 153
2014
Q4 		$651K Hold
5,070
– – 0.06% 68
2014
Q3 		$651K Sell
5,070
-225
-4% -$30.2K 0.08% 48
2014
Q2 		$679K Sell
5,295
-200
-4% -$26.3K 0.08% 50
2014
Q1 		$748K Buy
5,495
+100
+2% +$13.7K 0.07% 45
2013
Q4 		$731K Hold
5,395
– – 0.09% 40
2013
Q3 		$678K Hold
5,395
– – 0.08% 49
2013
Q2 		$602K Buy
+5,395
New +$589K 0.08% 43

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return