BB&T Securities’s iShares Micro-Cap ETF IWC Stock Holding History

BB&T Securities’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
2015 Q1	–	Sell	-27,830	Closed	-$2.14M	–	1120
2014 Q4	$2.14M	Buy	27,830 +8,314	+43%	+$604K	0.05%	322
2014 Q3	$1.36M	Sell	19,516 -16,765	-46%	-$1.22M	0.03%	386
2014 Q2	$2.76M	Buy	36,281 +5,701	+19%	+$418K	0.07%	250
2014 Q1	$2.36M	Buy	+30,580	New	+$2.35M	0.06%	241

Other funds holding IWC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

BB&T Securities's IWC Position: Q1 2015 in Review

BB&T Securities sold out of iShares Micro-Cap ETF (IWC) in Q1 2015, closing a stake of 27,830 shares — an estimated $2.14M sold.

BB&T Securities first reported a position in IWC in Q1 2014 and held it in 4 quarters. The position peaked at $2.76M in Q2 2014. 140 funds tracked by Wall St. Rank hold IWC as of Q1 2015.

BB&T Securities reported no remaining iShares Micro-Cap ETF position as of Q1 2015 after selling out during the quarter.
BB&T Securities sold 27,830 iShares Micro-Cap ETF shares in Q1 2015, an estimated $2.14M.
BB&T Securities first reported a position in iShares Micro-Cap ETF in Q1 2014 and held it in 4 quarters.
BB&T Securities's iShares Micro-Cap ETF position peaked at $2.76M in Q2 2014.
140 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2015.

Based on BB&T Securities's 13F filing for Q1 2015, filed 17 Apr 2015.