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SevenBridge Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

SevenBridge Financial 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
2017
Q1 		– Sell
-100
Closed -$14K – 651
2016
Q4 		$14K Hold
100
– – 0.01% 403
2016
Q3 		$14K Hold
100
– – 0.01% 398
2016
Q2 		$14K Buy
+100
New +$13.5K 0.01% 464

Other funds holding IWO

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 $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

SevenBridge Financial Group's IWO Position: Q1 2017 in Review

SevenBridge Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2017, closing a stake of 100 shares — an estimated $14K sold.

SevenBridge Financial Group first reported a position in IWO in Q2 2016 and held it in 3 quarters. The position peaked at $14K in Q4 2016. 474 funds tracked by Wall St. Rank hold IWO as of Q1 2017.

  • SevenBridge Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 100 iShares Russell 2000 Growth ETF shares in Q1 2017, an estimated $14K.
  • SevenBridge Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and held it in 3 quarters.
  • SevenBridge Financial Group's iShares Russell 2000 Growth ETF position peaked at $14K in Q4 2016.
  • 474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2017.

Based on SevenBridge Financial Group's 13F filing for Q1 2017, filed 15 May 2017.