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Orca Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Orca Investment 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
Q3 		– Sell
-12,330
Closed -$1.1M – 76
2017
Q2 		$1.1M Sell
12,330
-63
-0.5% -$5.43K 1.02% 37
2017
Q1 		$1.06M Sell
12,393
-238
-2% -$20.2K 0.97% 40
2016
Q4 		$1.08M Buy
+12,631
New +$1.01M 1.06% 36

Other funds holding IWC

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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Orca Investment Management's IWC Position: Q3 2017 in Review

Orca Investment Management sold out of iShares Micro-Cap ETF (IWC) in Q3 2017, closing a stake of 12,330 shares — an estimated $1.1M sold.

Orca Investment Management first reported a position in IWC in Q4 2016 and held it in 3 quarters. The position peaked at $1.1M in Q2 2017. 141 funds tracked by Wall St. Rank hold IWC as of Q3 2017.

  • Orca Investment Management reported no remaining iShares Micro-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Orca Investment Management sold 12,330 iShares Micro-Cap ETF shares in Q3 2017, an estimated $1.1M.
  • Orca Investment Management first reported a position in iShares Micro-Cap ETF in Q4 2016 and held it in 3 quarters.
  • Orca Investment Management's iShares Micro-Cap ETF position peaked at $1.1M in Q2 2017.
  • 141 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2017.

Based on Orca Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.