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Salient Private Client’s iShares Russell 2000 ETF IWM Stock Holding History

Salient Private Client’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
2018
Q1 		– Sell
-27,491
Closed -$4.19M – 128
2017
Q4 		$4.19M Buy
+27,491
New +$4.13M 0.86% 40

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Salient Private Client's IWM Position: Q1 2018 in Review

Salient Private Client sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 27,491 shares — an estimated $4.19M sold.

Salient Private Client first reported a position in IWM in Q4 2017 and held it in 1 quarter. The position peaked at $4.19M in Q4 2017. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

  • Salient Private Client reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
  • Salient Private Client sold 27,491 iShares Russell 2000 ETF shares in Q1 2018, an estimated $4.19M.
  • Salient Private Client first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 1 quarter.
  • Salient Private Client's iShares Russell 2000 ETF position peaked at $4.19M in Q4 2017.
  • 1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Salient Private Client's 13F filing for Q1 2018, filed 2 May 2018.