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Schooner Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Schooner Investment 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
2016
Q4 		– Sell
-153,430
Closed -$456K – 43
2016
Q3 		$456K Buy
+153,430
New +$18.6M 1.8% 8

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Schooner Investment Group's IWM Position: Q4 2016 in Review

Schooner Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2016, closing a stake of 153,430 shares — an estimated $456K sold.

Schooner Investment Group first reported a position in IWM in Q3 2016 and held it in 1 quarter. The position peaked at $456K in Q3 2016. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

  • Schooner Investment Group reported no remaining iShares Russell 2000 ETF position as of Q4 2016 after selling out during the quarter.
  • Schooner Investment Group sold 153,430 iShares Russell 2000 ETF shares in Q4 2016, an estimated $456K.
  • Schooner Investment Group first reported a position in iShares Russell 2000 ETF in Q3 2016 and held it in 1 quarter.
  • Schooner Investment Group's iShares Russell 2000 ETF position peaked at $456K in Q3 2016.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on Schooner Investment Group's 13F filing for Q4 2016.