Keel Point Advisors, LLC IWM Holdings History
Number of Shares
13,343.00
Current Holdings Value*
$1.60 Mil
% of Portfolio
1.34%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
94.23%
Keel Point Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2014-12-31, Keel Point Advisors, LLC held 13,343.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.60 Mil. This investment constitutes 1.34% of their stock portfolio, and Keel Point Advisors, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q4. Based on historical transaction data and IWM's current price of $222.33, Keel Point Advisors, LLC's estimated gain on his IWM holdings is $1.44 Mil, reflecting a 94.23% gain to date.
Keel Point Advisors, LLC IWM ($222.33) Holding Chart
Keel Point Advisors, LLC IWM ($222.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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