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Duncker Streett & Co’s iShares Micro-Cap ETF IWC Stock Holding History

Duncker Streett & Co’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
Q3 		– Sell
-260
Closed -$23K – 608
2017
Q2 		$23K Sell
260
-101
-28% -$8.7K 0.01% 453
2017
Q1 		$31K Hold
361
– – 0.01% 446
2016
Q4 		$31K Buy
361
+1
+0.3% +$80 0.01% 434
2016
Q3 		$28K Hold
360
– – 0.01% 422
2016
Q2 		$25K Buy
360
+100
+38% +$6.98K 0.01% 428
2016
Q1 		$18K Hold
260
– – 0.01% 459
2015
Q4 		$19K Buy
+260
New +$19.2K 0.01% 454

Other funds holding IWC

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
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Duncker Streett & Co's IWC Position: Q3 2017 in Review

Duncker Streett & Co sold out of iShares Micro-Cap ETF (IWC) in Q3 2017, closing a stake of 260 shares — an estimated $23K sold.

Duncker Streett & Co first reported a position in IWC in Q4 2015 and held it in 7 quarters. The position peaked at $31K in Q1 2017. 141 funds tracked by Wall St. Rank hold IWC as of Q3 2017.

  • Duncker Streett & Co reported no remaining iShares Micro-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Duncker Streett & Co sold 260 iShares Micro-Cap ETF shares in Q3 2017, an estimated $23K.
  • Duncker Streett & Co first reported a position in iShares Micro-Cap ETF in Q4 2015 and held it in 7 quarters.
  • Duncker Streett & Co's iShares Micro-Cap ETF position peaked at $31K in Q1 2017.
  • 141 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2017.

Based on Duncker Streett & Co's 13F filing for Q3 2017, filed 25 Oct 2017.