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CCM Investment Advisers’s iShares Micro-Cap ETF IWC Stock Holding History

CCM Investment Advisers’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
Q4 		– Sell
-3,022
Closed -$210K – 125
2014
Q3 		$210K Hold
3,022
– – 0.02% 112
2014
Q2 		$230K Hold
3,022
– – 0.02% 108
2014
Q1 		$233K Buy
+3,022
New +$232K 0.02% 114

Other funds holding IWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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 $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $871B AUM 31.28% 1-Year Est. Return

CCM Investment Advisers's IWC Position: Q4 2014 in Review

CCM Investment Advisers sold out of iShares Micro-Cap ETF (IWC) in Q4 2014, closing a stake of 3,022 shares — an estimated $210K sold.

CCM Investment Advisers first reported a position in IWC in Q1 2014 and held it in 3 quarters. The position peaked at $233K in Q1 2014. 149 funds tracked by Wall St. Rank hold IWC as of Q4 2014.

  • CCM Investment Advisers reported no remaining iShares Micro-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • CCM Investment Advisers sold 3,022 iShares Micro-Cap ETF shares in Q4 2014, an estimated $210K.
  • CCM Investment Advisers first reported a position in iShares Micro-Cap ETF in Q1 2014 and held it in 3 quarters.
  • CCM Investment Advisers's iShares Micro-Cap ETF position peaked at $233K in Q1 2014.
  • 149 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2014.

Based on CCM Investment Advisers's 13F filing for Q4 2014, filed 5 Feb 2015.