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Avalon Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Avalon Capital Management’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
Q3 		– Sell
-28,368
Closed -$2.01M – 76
2016
Q2 		$2.01M Buy
+28,368
New +$1.98M 1.57% 21

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Avalon Capital Management's IWC Position: Q3 2016 in Review

Avalon Capital Management sold out of iShares Micro-Cap ETF (IWC) in Q3 2016, closing a stake of 28,368 shares — an estimated $2.01M sold.

Avalon Capital Management first reported a position in IWC in Q2 2016 and held it in 1 quarter. The position peaked at $2.01M in Q2 2016. 136 funds tracked by Wall St. Rank hold IWC as of Q3 2016.

  • Avalon Capital Management reported no remaining iShares Micro-Cap ETF position as of Q3 2016 after selling out during the quarter.
  • Avalon Capital Management sold 28,368 iShares Micro-Cap ETF shares in Q3 2016, an estimated $2.01M.
  • Avalon Capital Management first reported a position in iShares Micro-Cap ETF in Q2 2016 and held it in 1 quarter.
  • Avalon Capital Management's iShares Micro-Cap ETF position peaked at $2.01M in Q2 2016.
  • 136 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2016.

Based on Avalon Capital Management's 13F filing for Q3 2016, filed 18 Oct 2016.