SBCM
IWN icon

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

Silver Bridge Capital Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,994
Closed -$257K – 101
2013
Q2 		$257K Buy
+2,994
New +$254K 0.05% 193

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Silver Bridge Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2013, closing a stake of 2,994 shares — an estimated $257K sold.

Silver Bridge Capital Management first reported a position in IWN in Q2 2013 and held it in 1 quarter. The position peaked at $257K in Q2 2013. 328 funds tracked by Wall St. Rank hold IWN as of Q3 2013.

  • Silver Bridge Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2013 after selling out during the quarter.
  • Silver Bridge Capital Management sold 2,994 iShares Russell 2000 Value ETF shares in Q3 2013, an estimated $257K.
  • Silver Bridge Capital Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 1 quarter.
  • Silver Bridge Capital Management's iShares Russell 2000 Value ETF position peaked at $257K in Q2 2013.
  • 328 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2013.

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