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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 -$21.4M – 1120
2014
Q4 		$21.4M Buy
27,830
+8,314
+43% +$604K 0.05% 322
2014
Q3 		$13.6M Sell
19,516
-16,765
-46% -$1.22M 0.03% 386
2014
Q2 		$27.6M Buy
36,281
+5,701
+19% +$418K 0.07% 250
2014
Q1 		$23.6M 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $501B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return