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Sather Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sather Financial Group’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
2014
Q1 		– Sell
-4,062
Closed -$469K – 57
2013
Q4 		$469K Buy
+4,062
New +$449K 0.31% 45

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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Sather Financial Group's IWM Position: Q1 2014 in Review

Sather Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2014, closing a stake of 4,062 shares — an estimated $469K sold.

Sather Financial Group first reported a position in IWM in Q4 2013 and held it in 1 quarter. The position peaked at $469K in Q4 2013. 771 funds tracked by Wall St. Rank hold IWM as of Q1 2014.

  • Sather Financial Group reported no remaining iShares Russell 2000 ETF position as of Q1 2014 after selling out during the quarter.
  • Sather Financial Group sold 4,062 iShares Russell 2000 ETF shares in Q1 2014, an estimated $469K.
  • Sather Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 1 quarter.
  • Sather Financial Group's iShares Russell 2000 ETF position peaked at $469K in Q4 2013.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2014.

Based on Sather Financial Group's 13F filing for Q1 2014, filed 22 Apr 2014.