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

Summit 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
2016
Q1 		– Sell
-9,932
Closed -$1.12M – 70
2015
Q4 		$1.12M Buy
+9,932
New +$1.15M 0.45% 49

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Summit Capital Management's IWM Position: Q1 2016 in Review

Summit Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 9,932 shares — an estimated $1.12M sold.

Summit Capital Management first reported a position in IWM in Q4 2015 and held it in 1 quarter. The position peaked at $1.12M in Q4 2015. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

  • Summit Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
  • Summit Capital Management sold 9,932 iShares Russell 2000 ETF shares in Q1 2016, an estimated $1.12M.
  • Summit Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 1 quarter.
  • Summit Capital Management's iShares Russell 2000 ETF position peaked at $1.12M in Q4 2015.
  • 890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Summit Capital Management's 13F filing for Q1 2016, filed 11 May 2016.