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KCM Investment Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

KCM Investment 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
2015
Q3 		– Sell
-7,745
Closed -$631K – 538
2015
Q2 		$631K Sell
7,745
-48
-0.6% -$3.86K 0.05% 316
2015
Q1 		$616K Buy
7,793
+24
+0.3% +$1.85K 0.05% 319
2014
Q4 		$598K Buy
7,769
+1,520
+24% +$110K 0.05% 311
2014
Q3 		$434K Buy
6,249
+24
+0.4% +$1.74K 0.04% 344
2014
Q2 		$474K Buy
+6,225
New +$456K 0.04% 324

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

KCM Investment Advisors's IWC Position: Q3 2015 in Review

KCM Investment Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2015, closing a stake of 7,745 shares — an estimated $631K sold.

KCM Investment Advisors first reported a position in IWC in Q2 2014 and held it in 5 quarters. The position peaked at $631K in Q2 2015. 128 funds tracked by Wall St. Rank hold IWC as of Q3 2015.

  • KCM Investment Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • KCM Investment Advisors sold 7,745 iShares Micro-Cap ETF shares in Q3 2015, an estimated $631K.
  • KCM Investment Advisors first reported a position in iShares Micro-Cap ETF in Q2 2014 and held it in 5 quarters.
  • KCM Investment Advisors's iShares Micro-Cap ETF position peaked at $631K in Q2 2015.
  • 128 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2015.

Based on KCM Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.