Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q2 2016)
According to the SEC 13F filed on Aug 14, 2026, the Engaged Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2016. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2016, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - iShares Russell 2000 ETF
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2016
|
IWM
iShares Russell 2000 ETF
|
Sell |
-17,220
|