People's United Financial’s iShares Micro-Cap ETF IWC Stock Holding History

People's United 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
2018 Q3	–	Sell	-574	Closed	-$7.87M	–	786
2018 Q2	$7.87M	Buy	+574	New	+$58.6K	0.2%	139
2017 Q3	–	Sell	-500	Closed	-$44K	–	722
2017 Q2	$44K	Hold	500	–	–	﹤0.01%	749
2017 Q1	$43K	Hold	500	–	–	﹤0.01%	739
2016 Q4	$43K	Hold	500	–	–	﹤0.01%	725
2016 Q3	$39K	Hold	500	–	–	﹤0.01%	600
2016 Q2	$35K	Hold	500	–	–	﹤0.01%	603
2016 Q1	$34K	Hold	500	–	–	﹤0.01%	608
2015 Q4	$36K	Hold	500	–	–	﹤0.01%	613
2015 Q3	$35K	Hold	500	–	–	﹤0.01%	595
2015 Q2	$41K	Hold	500	–	–	﹤0.01%	583
2015 Q1	$40K	Hold	500	–	–	﹤0.01%	575
2014 Q4	$38K	Hold	500	–	–	﹤0.01%	578
2014 Q3	$35K	Hold	500	–	–	﹤0.01%	586
2014 Q2	$38K	Hold	500	–	–	﹤0.01%	576
2014 Q1	$39K	Hold	500	–	–	﹤0.01%	549
2013 Q4	$38K	Hold	500	–	–	﹤0.01%	548
2013 Q3	$34K	Hold	500	–	–	﹤0.01%	554
2013 Q2	$31K	Buy	+500	New	+$29.9K	﹤0.01%	535

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

People's United Financial's IWC Position: Q3 2018 in Review

People's United Financial sold out of iShares Micro-Cap ETF (IWC) in Q3 2018, closing a stake of 574 shares — an estimated $7.87M sold.

People's United Financial first reported a position in IWC in Q2 2013 and held it in 18 quarters. The position peaked at $7.87M in Q2 2018. 186 funds tracked by Wall St. Rank hold IWC as of Q3 2018.

People's United Financial reported no remaining iShares Micro-Cap ETF position as of Q3 2018 after selling out during the quarter.
People's United Financial sold 574 iShares Micro-Cap ETF shares in Q3 2018, an estimated $7.87M.
People's United Financial first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 18 quarters.
People's United Financial's iShares Micro-Cap ETF position peaked at $7.87M in Q2 2018.
186 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2018.

Based on People's United Financial's 13F filing for Q3 2018, filed 13 Nov 2018.