CWM
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Concert Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-60
Closed -$5K – 716
2016
Q3 		$5K Buy
+60
New +$4.51K ﹤0.01% 969

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Concert Wealth Management's IWC Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q4 2016, closing a stake of 60 shares — an estimated $5K sold.

Concert Wealth Management first reported a position in IWC in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 143 funds tracked by Wall St. Rank hold IWC as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 60 iShares Micro-Cap ETF shares in Q4 2016, an estimated $5K.
  • Concert Wealth Management first reported a position in iShares Micro-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Micro-Cap ETF position peaked at $5K in Q3 2016.
  • 143 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.