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Winchester Group’s iShares Russell 2000 ETF IWM Stock Holding History

Winchester 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
2013
Q3 		$2.54M Hold
23,840
– – 0.56% 56
2013
Q2 		$2.31M Buy
+23,840
New +$2.28M 0.49% 55

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winchester Group's IWM Position: Q3 2013 in Review

Winchester Group held its iShares Russell 2000 ETF (IWM) position steady in Q3 2013 at 23,840 shares worth $2.54M. The position accounts for 0.56% of the portfolio, ranked #56.

Winchester Group first reported a position in IWM in Q2 2013 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold IWM as of Q3 2013.

  • Winchester Group held 23,840 shares of iShares Russell 2000 ETF worth $2.54M as of Q3 2013.
  • Winchester Group left its iShares Russell 2000 ETF share count unchanged in Q3 2013.
  • iShares Russell 2000 ETF made up 0.56% of Winchester Group's portfolio in Q3 2013, its #56 holding.
  • Winchester Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 2 quarters since.
  • 662 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.