FIMS
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FBL Investment Management Services’s iShares Micro-Cap ETF IWC Stock Holding History

FBL Investment Management Services’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
2013
Q4 		– Sell
-19,355
Closed -$1.2M – 61
2013
Q3 		$1.2M Hold
19,355
– – 0.19% 63
2013
Q2 		$1.2M Buy
+19,355
New +$1.16M 0.42% 52

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

FBL Investment Management Services's IWC Position: Q4 2013 in Review

FBL Investment Management Services sold out of iShares Micro-Cap ETF (IWC) in Q4 2013, closing a stake of 19,355 shares — an estimated $1.2M sold.

FBL Investment Management Services first reported a position in IWC in Q2 2013 and held it in 2 quarters. The position peaked at $1.2M in Q3 2013. 136 funds tracked by Wall St. Rank hold IWC as of Q4 2013.

  • FBL Investment Management Services reported no remaining iShares Micro-Cap ETF position as of Q4 2013 after selling out during the quarter.
  • FBL Investment Management Services sold 19,355 iShares Micro-Cap ETF shares in Q4 2013, an estimated $1.2M.
  • FBL Investment Management Services first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 2 quarters.
  • FBL Investment Management Services's iShares Micro-Cap ETF position peaked at $1.2M in Q3 2013.
  • 136 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2013.

Based on FBL Investment Management Services's 13F filing for Q4 2013, filed 6 Feb 2014.