Winch Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Winch Advisory Services’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
2014 Q4	–	Sell	-43	Closed	-$6K	–	109
2014 Q3	$6K	Hold	43	–	–	﹤0.01%	166
2014 Q2	$6K	Buy	43 +7	+19%	+$920	﹤0.01%	189
2014 Q1	$5K	Buy	+36	New	+$4.92K	﹤0.01%	209

Other funds holding IWO

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

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Winch Advisory Services's IWO Position: Q4 2014 in Review

Winch Advisory Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2014, closing a stake of 43 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in IWO in Q1 2014 and held it in 3 quarters. The position peaked at $6K in Q3 2014. 384 funds tracked by Wall St. Rank hold IWO as of Q4 2014.

Winch Advisory Services reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2014 after selling out during the quarter.
Winch Advisory Services sold 43 iShares Russell 2000 Growth ETF shares in Q4 2014, an estimated $6K.
Winch Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and held it in 3 quarters.
Winch Advisory Services's iShares Russell 2000 Growth ETF position peaked at $6K in Q3 2014.
384 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2014.

Based on Winch Advisory Services's 13F filing for Q4 2014, filed 11 Feb 2015.