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Lapides Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History

Lapides Asset Management’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
Q4 		– Sell
-12,100
Closed -$1.14M – 89
2017
Q3 		$1.14M Hold
12,100
– – 0.23% 70
2017
Q2 		$1.08M Buy
12,100
+4,900
+68% +$422K 0.21% 68
2017
Q1 		$617K Buy
+7,200
New +$612K 0.12% 75

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 $1.37T 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Lapides Asset Management's IWC Position: Q4 2017 in Review

Lapides Asset Management sold out of iShares Micro-Cap ETF (IWC) in Q4 2017, closing a stake of 12,100 shares — an estimated $1.14M sold.

Lapides Asset Management first reported a position in IWC in Q1 2017 and held it in 3 quarters. The position peaked at $1.14M in Q3 2017. 162 funds tracked by Wall St. Rank hold IWC as of Q4 2017.

  • Lapides Asset Management reported no remaining iShares Micro-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Lapides Asset Management sold 12,100 iShares Micro-Cap ETF shares in Q4 2017, an estimated $1.14M.
  • Lapides Asset Management first reported a position in iShares Micro-Cap ETF in Q1 2017 and held it in 3 quarters.
  • Lapides Asset Management's iShares Micro-Cap ETF position peaked at $1.14M in Q3 2017.
  • 162 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2017.

Based on Lapides Asset Management's 13F filing for Q4 2017, filed 8 Feb 2018.