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New England Private Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

New England Private Wealth 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
2014
Q4 		– Sell
-3,453
Closed -$240K – 106
2014
Q3 		$240K Hold
3,453
– – 0.1% 87
2014
Q2 		$263K Hold
3,453
– – 0.11% 82
2014
Q1 		$267K Hold
3,453
– – 0.11% 78
2013
Q4 		$259K Buy
+3,453
New +$245K 0.12% 78

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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

New England Private Wealth Advisors's IWC Position: Q4 2014 in Review

New England Private Wealth Advisors sold out of iShares Micro-Cap ETF (IWC) in Q4 2014, closing a stake of 3,453 shares — an estimated $240K sold.

New England Private Wealth Advisors first reported a position in IWC in Q4 2013 and held it in 4 quarters. The position peaked at $267K in Q1 2014. 149 funds tracked by Wall St. Rank hold IWC as of Q4 2014.

  • New England Private Wealth Advisors reported no remaining iShares Micro-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • New England Private Wealth Advisors sold 3,453 iShares Micro-Cap ETF shares in Q4 2014, an estimated $240K.
  • New England Private Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q4 2013 and held it in 4 quarters.
  • New England Private Wealth Advisors's iShares Micro-Cap ETF position peaked at $267K in Q1 2014.
  • 149 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2014.

Based on New England Private Wealth Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.