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Flagship Harbor Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Flagship Harbor Advisors’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
2018
Q4 		– Sell
-816
Closed -$85K – 1973
2018
Q3 		$85K Buy
816
+411
+101% +$44K 0.02% 643
2018
Q2 		$42K Buy
+405
New +$41.4K 0.01% 845

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return

Flagship Harbor Advisors's IWC Position: Q4 2018 in Review

Flagship Harbor Advisors sold out of iShares Micro-Cap ETF (IWC) in Q4 2018, closing a stake of 816 shares — an estimated $85K sold.

Flagship Harbor Advisors first reported a position in IWC in Q2 2018 and held it in 2 quarters. The position peaked at $85K in Q3 2018. 190 funds tracked by Wall St. Rank hold IWC as of Q4 2018.

  • Flagship Harbor Advisors reported no remaining iShares Micro-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Flagship Harbor Advisors sold 816 iShares Micro-Cap ETF shares in Q4 2018, an estimated $85K.
  • Flagship Harbor Advisors first reported a position in iShares Micro-Cap ETF in Q2 2018 and held it in 2 quarters.
  • Flagship Harbor Advisors's iShares Micro-Cap ETF position peaked at $85K in Q3 2018.
  • 190 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2018.

Based on Flagship Harbor Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.