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

Silver Bridge Capital Management’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
2013
Q3 		– Sell
-3,042
Closed -$339K – 102
2013
Q2 		$339K Buy
+3,042
New +$332K 0.06% 171

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Silver Bridge Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2013, closing a stake of 3,042 shares — an estimated $339K sold.

Silver Bridge Capital Management first reported a position in IWO in Q2 2013 and held it in 1 quarter. The position peaked at $339K in Q2 2013. 308 funds tracked by Wall St. Rank hold IWO as of Q3 2013.

  • Silver Bridge Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Silver Bridge Capital Management sold 3,042 iShares Russell 2000 Growth ETF shares in Q3 2013, an estimated $339K.
  • Silver Bridge Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 1 quarter.
  • Silver Bridge Capital Management's iShares Russell 2000 Growth ETF position peaked at $339K in Q2 2013.
  • 308 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2013.

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