Sterne Agee Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sterne Agee Group’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
2015 Q1	$2.6M	Buy	20,819 +9,495	+84%	+$1.14M	0.38%	81
2014 Q4	$1.35M	Buy	+11,324	New	+$1.3M	0.21%	151
2013 Q4	–	Sell	-2,275	Closed	-$243K	–	245
2013 Q3	$243K	Sell	2,275 -200	-8%	-$20.7K	0.09%	219
2013 Q2	$240K	Buy	+2,475	New	+$236K	0.09%	220

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sterne Agee Group's IWM Position: Q1 2015 in Review

Sterne Agee Group increased its iShares Russell 2000 ETF (IWM) stake by 84% in Q1 2015, buying an estimated $1.14M and bringing the position to 20,819 shares worth $2.6M. The position accounts for 0.38% of the portfolio, ranked #81.

Sterne Agee Group first reported a position in IWM in Q2 2013 and has held it in 4 quarters since. 865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

Sterne Agee Group held 20,819 shares of iShares Russell 2000 ETF worth $2.6M as of Q1 2015.
Sterne Agee Group bought 9,495 iShares Russell 2000 ETF shares in Q1 2015, an estimated $1.14M.
iShares Russell 2000 ETF made up 0.38% of Sterne Agee Group's portfolio in Q1 2015, its #81 holding.
Sterne Agee Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 4 quarters since.
865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.