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CIBC Bank USA’s iShares Micro-Cap ETF IWC Stock Holding History

CIBC Bank USA’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
-6,555
Closed -$563K – 265
2016
Q4 		$563K Sell
6,555
-1,775
-21% -$143K 0.08% 138
2016
Q3 		$649K Sell
8,330
-3,985
-32% -$299K 0.1% 124
2016
Q2 		$871K Sell
12,315
-1,670
-12% -$117K 0.14% 95
2016
Q1 		$950K Sell
13,985
-55,688
-80% -$3.6M 0.17% 81
2015
Q4 		$5.02M Sell
69,673
-1,890
-3% -$139K 0.88% 11
2015
Q3 		$4.99M Sell
71,563
-4,186
-6% -$319K 0.91% 11
2015
Q2 		$6.18M Sell
75,749
-365
-0.5% -$29.3K 1.03% 11
2015
Q1 		$6.02M Sell
76,114
-4,092
-5% -$315K 1.06% 11
2014
Q4 		$6.17M Sell
80,206
-14,936
-16% -$1.08M 1.08% 11
2014
Q3 		$6.62M Buy
95,142
+530
+0.6% +$38.5K 1.32% 9
2014
Q2 		$7.2M Buy
94,612
+20,592
+28% +$1.51M 1.36% 8
2014
Q1 		$5.72M Buy
74,020
+17,605
+31% +$1.35M 1.18% 8
2013
Q4 		$4.24M Buy
56,415
+21,235
+60% +$1.51M 0.94% 13
2013
Q3 		$2.41M Sell
35,180
-39,876
-53% -$2.63M 0.59% 31
2013
Q2 		$4.63M Buy
+75,056
New +$4.48M 0.27% 69

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

CIBC Bank USA's IWC Position: Q1 2017 in Review

CIBC Bank USA sold out of iShares Micro-Cap ETF (IWC) in Q1 2017, closing a stake of 6,555 shares — an estimated $563K sold.

CIBC Bank USA first reported a position in IWC in Q2 2013 and held it in 15 quarters. The position peaked at $7.2M in Q2 2014. 149 funds tracked by Wall St. Rank hold IWC as of Q1 2017.

  • CIBC Bank USA reported no remaining iShares Micro-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • CIBC Bank USA sold 6,555 iShares Micro-Cap ETF shares in Q1 2017, an estimated $563K.
  • CIBC Bank USA first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 15 quarters.
  • CIBC Bank USA's iShares Micro-Cap ETF position peaked at $7.2M in Q2 2014.
  • 149 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2017.

Based on CIBC Bank USA's 13F filing for Q1 2017, filed 13 Apr 2017.