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Emory University’s iShares Micro-Cap ETF IWC Stock Holding History

Emory University’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
Q1 		– Sell
-60
Closed -$4K – 77
2013
Q4 		$4K Hold
60
– – ﹤0.01% 113
2013
Q3 		$4K Hold
60
– – ﹤0.01% 113
2013
Q2 		$4K Buy
+60
New +$3.58K ﹤0.01% 111

Other funds holding IWC

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Emory University's IWC Position: Q1 2014 in Review

Emory University sold out of iShares Micro-Cap ETF (IWC) in Q1 2014, closing a stake of 60 shares — an estimated $4K sold.

Emory University first reported a position in IWC in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2013. 130 funds tracked by Wall St. Rank hold IWC as of Q1 2014.

  • Emory University reported no remaining iShares Micro-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Emory University sold 60 iShares Micro-Cap ETF shares in Q1 2014, an estimated $4K.
  • Emory University first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 3 quarters.
  • Emory University's iShares Micro-Cap ETF position peaked at $4K in Q4 2013.
  • 130 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2014.

Based on Emory University's 13F filing for Q1 2014, filed 13 May 2014.