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

Boston 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
2014 Q1	–	Sell	-5,000	Closed	-$376K	–	730
2013 Q4	$376K	Buy	+5,000	New	+$355K	﹤0.01%	687

Other funds holding IWC

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

CSIA

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Boston Partners's IWC Position: Q1 2014 in Review

Boston Partners sold out of iShares Micro-Cap ETF (IWC) in Q1 2014, closing a stake of 5,000 shares — an estimated $376K sold.

Boston Partners first reported a position in IWC in Q4 2013 and held it in 1 quarter. The position peaked at $376K in Q4 2013. 131 funds tracked by Wall St. Rank hold IWC as of Q1 2014.

Boston Partners reported no remaining iShares Micro-Cap ETF position as of Q1 2014 after selling out during the quarter.
Boston Partners sold 5,000 iShares Micro-Cap ETF shares in Q1 2014, an estimated $376K.
Boston Partners first reported a position in iShares Micro-Cap ETF in Q4 2013 and held it in 1 quarter.
Boston Partners's iShares Micro-Cap ETF position peaked at $376K in Q4 2013.
131 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2014.

Based on Boston Partners's 13F filing for Q1 2014, filed 7 May 2014.