Thomaspartners’s iShares Russell 2000 ETF IWM Stock Holding History

Thomaspartners’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
2013 Q3	–	Sell	-1,143	Closed	-$111K	–	170
2013 Q2	$111K	Buy	+1,143	New	+$109K	﹤0.01%	151

Other funds holding IWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIT

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

Thomaspartners's IWM Position: Q3 2013 in Review

Thomaspartners sold out of iShares Russell 2000 ETF (IWM) in Q3 2013, closing a stake of 1,143 shares — an estimated $111K sold.

Thomaspartners first reported a position in IWM in Q2 2013 and held it in 1 quarter. The position peaked at $111K in Q2 2013. 662 funds tracked by Wall St. Rank hold IWM as of Q3 2013.

Thomaspartners reported no remaining iShares Russell 2000 ETF position as of Q3 2013 after selling out during the quarter.
Thomaspartners sold 1,143 iShares Russell 2000 ETF shares in Q3 2013, an estimated $111K.
Thomaspartners first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 1 quarter.
Thomaspartners's iShares Russell 2000 ETF position peaked at $111K in Q2 2013.
662 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2013.

Based on Thomaspartners's 13F filing for Q3 2013, filed 14 Nov 2013.