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Signature Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Signature Financial Management’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
2013
Q3 		– Sell
-250
Closed -$24K – 82
2013
Q2 		$24K Buy
+250
New +$23.9K 0.02% 73

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Signature Financial Management's IWM Position: Q3 2013 in Review

Signature Financial Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2013, closing a stake of 250 shares — an estimated $24K sold.

Signature Financial Management first reported a position in IWM in Q2 2013 and held it in 1 quarter. The position peaked at $24K in Q2 2013. 662 funds tracked by Wall St. Rank hold IWM as of Q3 2013.

  • Signature Financial Management reported no remaining iShares Russell 2000 ETF position as of Q3 2013 after selling out during the quarter.
  • Signature Financial Management sold 250 iShares Russell 2000 ETF shares in Q3 2013, an estimated $24K.
  • Signature Financial Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 1 quarter.
  • Signature Financial Management's iShares Russell 2000 ETF position peaked at $24K in Q2 2013.
  • 662 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2013.

Based on Signature Financial Management's 13F filing for Q3 2013, filed 14 Nov 2013.