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Silver Bridge Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Silver Bridge Capital 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
-170,191
Closed -$16.5M – 100
2013
Q2 		$16.5M Buy
+170,191
New +$16.3M 3% 2

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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Silver Bridge Capital Management's IWM Position: Q3 2013 in Review

Silver Bridge Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2013, closing a stake of 170,191 shares — an estimated $16.5M sold.

Silver Bridge Capital Management first reported a position in IWM in Q2 2013 and held it in 1 quarter. The position peaked at $16.5M in Q2 2013. 662 funds tracked by Wall St. Rank hold IWM as of Q3 2013.

  • Silver Bridge Capital Management reported no remaining iShares Russell 2000 ETF position as of Q3 2013 after selling out during the quarter.
  • Silver Bridge Capital Management sold 170,191 iShares Russell 2000 ETF shares in Q3 2013, an estimated $16.5M.
  • Silver Bridge Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 1 quarter.
  • Silver Bridge Capital Management's iShares Russell 2000 ETF position peaked at $16.5M in Q2 2013.
  • 662 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2013.

Based on Silver Bridge Capital Management's 13F filing for Q3 2013.