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Capstone Investment Advisors (Netherlands)’s iShares Micro-Cap ETF IWC Stock Holding History

Capstone Investment Advisors (Netherlands)’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
Q1 		– Sell
-16,915
Closed -$1.45M – 148
2016
Q4 		$1.45M Buy
+16,915
New +$1.36M 2.45% 1

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Capstone Investment Advisors (Netherlands)'s IWC Position: Q1 2017 in Review

Capstone Investment Advisors (Netherlands) sold out of iShares Micro-Cap ETF (IWC) in Q1 2017, closing a stake of 16,915 shares — an estimated $1.45M sold.

Capstone Investment Advisors (Netherlands) first reported a position in IWC in Q4 2016 and held it in 1 quarter. The position peaked at $1.45M in Q4 2016. 150 funds tracked by Wall St. Rank hold IWC as of Q1 2017.

  • Capstone Investment Advisors (Netherlands) reported no remaining iShares Micro-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Capstone Investment Advisors (Netherlands) sold 16,915 iShares Micro-Cap ETF shares in Q1 2017, an estimated $1.45M.
  • Capstone Investment Advisors (Netherlands) first reported a position in iShares Micro-Cap ETF in Q4 2016 and held it in 1 quarter.
  • Capstone Investment Advisors (Netherlands)'s iShares Micro-Cap ETF position peaked at $1.45M in Q4 2016.
  • 150 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q1 2017, filed 15 May 2017.