KF
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Krilogy Financial’s iShares Micro-Cap ETF IWC Stock Holding History

Krilogy Financial’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
2017
Q2 		– Sell
-22
Closed -$2K – 754
2017
Q1 		$2K Hold
22
– – ﹤0.01% 650
2016
Q4 		$2K Hold
22
– – ﹤0.01% 650
2016
Q3 		$2K Hold
22
– – ﹤0.01% 663
2016
Q2 		$2K Hold
22
– – ﹤0.01% 681
2016
Q1 		$1K Buy
+22
New +$1.42K ﹤0.01% 642
2015
Q4 		– Sell
-22
Closed -$2K – 511
2015
Q3 		$2K Buy
+22
New +$1.68K ﹤0.01% 546

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
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
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
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Krilogy Financial's IWC Position: Q2 2017 in Review

Krilogy Financial sold out of iShares Micro-Cap ETF (IWC) in Q2 2017, closing a stake of 22 shares — an estimated $2K sold.

Krilogy Financial first reported a position in IWC in Q3 2015 and held it in 6 quarters. The position peaked at $2K in Q1 2017. 144 funds tracked by Wall St. Rank hold IWC as of Q2 2017.

  • Krilogy Financial reported no remaining iShares Micro-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Krilogy Financial sold 22 iShares Micro-Cap ETF shares in Q2 2017, an estimated $2K.
  • Krilogy Financial first reported a position in iShares Micro-Cap ETF in Q3 2015 and held it in 6 quarters.
  • Krilogy Financial's iShares Micro-Cap ETF position peaked at $2K in Q1 2017.
  • 144 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2017.

Based on Krilogy Financial's 13F filing for Q2 2017, filed 15 Aug 2017.