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Kernodle & Katon Asset Management Group’s iShares Micro-Cap ETF IWC Stock Holding History

Kernodle & Katon Asset Management Group’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
2016
Q4 		– Sell
-283
Closed -$22K – 308
2016
Q3 		$22K Sell
283
-42
-13% -$3.15K 0.01% 218
2016
Q2 		$23K Hold
325
– – 0.02% 176
2016
Q1 		$22K Hold
325
– – 0.02% 163
2015
Q4 		$23K Buy
+325
New +$24K 0.02% 158

Other funds holding IWC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Kernodle & Katon Asset Management Group's IWC Position: Q4 2016 in Review

Kernodle & Katon Asset Management Group sold out of iShares Micro-Cap ETF (IWC) in Q4 2016, closing a stake of 283 shares — an estimated $22K sold.

Kernodle & Katon Asset Management Group first reported a position in IWC in Q4 2015 and held it in 4 quarters. The position peaked at $23K in Q2 2016. 143 funds tracked by Wall St. Rank hold IWC as of Q4 2016.

  • Kernodle & Katon Asset Management Group reported no remaining iShares Micro-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 283 iShares Micro-Cap ETF shares in Q4 2016, an estimated $22K.
  • Kernodle & Katon Asset Management Group first reported a position in iShares Micro-Cap ETF in Q4 2015 and held it in 4 quarters.
  • Kernodle & Katon Asset Management Group's iShares Micro-Cap ETF position peaked at $23K in Q2 2016.
  • 143 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.