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Smithwood Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Smithwood Advisers’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
2014
Q4 		– Sell
-1,000,000
Closed -$109M – 25
2014
Q3 		$109M Buy
+1,000,000
New +$114M 7.01% 4
2014
Q1 		– Sell
-2,000,000
Closed -$231M – 49
2013
Q4 		$231M Buy
2,000,000
+1,000,000
+100% +$110M 13.42% 1
2013
Q3 		$107M Sell
1,000,000
-4,750,000
-83% -$491M 6.5% 2
2013
Q2 		$559M Buy
+5,750,000
New +$549M 22.66% 1

Other funds holding IWM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return