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BOK Financial’s iShares Micro-Cap ETF IWC Stock Holding History

BOK Financial’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
2017
Q4 		– Sell
-414
Closed -$39K – 1018
2017
Q3 		$39K Buy
+414
New +$36.5K ﹤0.01% 1001
2016
Q1 		– Sell
-3,407
Closed -$246K – 869
2015
Q4 		$246K Sell
3,407
-1,000
-23% -$73.7K 0.01% 740
2015
Q3 		$307K Buy
4,407
+987
+29% +$75.3K 0.01% 672
2015
Q2 		$278K Buy
+3,420
New +$275K 0.01% 717

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

BOK Financial's IWC Position: Q4 2017 in Review

BOK Financial sold out of iShares Micro-Cap ETF (IWC) in Q4 2017, closing a stake of 414 shares — an estimated $39K sold.

BOK Financial first reported a position in IWC in Q2 2015 and held it in 4 quarters. The position peaked at $307K in Q3 2015. 162 funds tracked by Wall St. Rank hold IWC as of Q4 2017.

  • BOK Financial reported no remaining iShares Micro-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 414 iShares Micro-Cap ETF shares in Q4 2017, an estimated $39K.
  • BOK Financial first reported a position in iShares Micro-Cap ETF in Q2 2015 and held it in 4 quarters.
  • BOK Financial's iShares Micro-Cap ETF position peaked at $307K in Q3 2015.
  • 162 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.