QCMNJ
IWM icon

Quantum Capital Management (New Jersey)’s iShares Russell 2000 ETF IWM Stock Holding History

Quantum Capital Management (New Jersey)’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
2016
Q1 		– Sell
-1
Closed – – 39
2015
Q4 		$0 Hold
1
– – ﹤0.01% 45
2015
Q3 		$0 Hold
1
– – ﹤0.01% 42
2015
Q2 		$0 Hold
1
– – ﹤0.01% 42
2015
Q1 		$0 Hold
1
– – ﹤0.01% 45
2014
Q4 		$0 Buy
+1
New +$114 ﹤0.01% 36

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Quantum Capital Management (New Jersey)'s IWM Position: Q1 2016 in Review

Quantum Capital Management (New Jersey) sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 1 share.

Quantum Capital Management (New Jersey) first reported a position in IWM in Q4 2014 and held it in 5 quarters. The position peaked at $0 in Q4 2015. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

  • Quantum Capital Management (New Jersey) reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
  • Quantum Capital Management (New Jersey) sold 1 iShares Russell 2000 ETF share in Q1 2016.
  • Quantum Capital Management (New Jersey) first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 5 quarters.
  • Quantum Capital Management (New Jersey)'s iShares Russell 2000 ETF position peaked at $0 in Q4 2015.
  • 890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Quantum Capital Management (New Jersey)'s 13F filing for Q1 2016, filed 12 May 2016.