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

Summit 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
2015
Q4 		– Sell
-44,607
Closed -$5.98M – 80
2015
Q3 		$5.98M Buy
44,607
+1,478
+3% +$219K 2.92% 9
2015
Q2 		$6.67M Buy
+43,129
New +$6.61M 2.84% 9

Other funds holding IWO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

Summit Capital Management's IWO Position: Q4 2015 in Review

Summit Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2015, closing a stake of 44,607 shares — an estimated $5.98M sold.

Summit Capital Management first reported a position in IWO in Q2 2015 and held it in 2 quarters. The position peaked at $6.67M in Q2 2015. 432 funds tracked by Wall St. Rank hold IWO as of Q4 2015.

  • Summit Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2015 after selling out during the quarter.
  • Summit Capital Management sold 44,607 iShares Russell 2000 Growth ETF shares in Q4 2015, an estimated $5.98M.
  • Summit Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and held it in 2 quarters.
  • Summit Capital Management's iShares Russell 2000 Growth ETF position peaked at $6.67M in Q2 2015.
  • 432 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2015.

Based on Summit Capital Management's 13F filing for Q4 2015, filed 11 Feb 2016.