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Ameritas Investment Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Ameritas Investment Partners’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,224
Closed -$83K – 1181
2016
Q1 		$83K Hold
1,224
– – 0.01% 997
2015
Q4 		$88K Hold
1,224
– – 0.01% 991
2015
Q3 		$85K Sell
1,224
-210
-15% -$16K 0.01% 979
2015
Q2 		$116K Sell
1,434
-185
-11% -$14.9K 0.01% 1003
2015
Q1 		$128K Hold
1,619
– – 0.01% 1041
2014
Q4 		$124K Buy
+1,619
New +$118K 0.01% 1024

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Ameritas Investment Partners's IWC Position: Q2 2016 in Review

Ameritas Investment Partners sold out of iShares Micro-Cap ETF (IWC) in Q2 2016, closing a stake of 1,224 shares — an estimated $83K sold.

Ameritas Investment Partners first reported a position in IWC in Q4 2014 and held it in 6 quarters. The position peaked at $128K in Q1 2015. 136 funds tracked by Wall St. Rank hold IWC as of Q2 2016.

  • Ameritas Investment Partners reported no remaining iShares Micro-Cap ETF position as of Q2 2016 after selling out during the quarter.
  • Ameritas Investment Partners sold 1,224 iShares Micro-Cap ETF shares in Q2 2016, an estimated $83K.
  • Ameritas Investment Partners first reported a position in iShares Micro-Cap ETF in Q4 2014 and held it in 6 quarters.
  • Ameritas Investment Partners's iShares Micro-Cap ETF position peaked at $128K in Q1 2015.
  • 136 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2016.

Based on Ameritas Investment Partners's 13F filing for Q2 2016, filed 10 Aug 2016.