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Summit Trail Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-221
Closed -$21K – 1062
2017
Q4 		$21K Buy
+221
New +$20.9K ﹤0.01% 1029

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Summit Trail Advisors's IWC Position: Q1 2018 in Review

Summit Trail Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2018, closing a stake of 221 shares — an estimated $21K sold.

Summit Trail Advisors first reported a position in IWC in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 169 funds tracked by Wall St. Rank hold IWC as of Q1 2018.

  • Summit Trail Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 221 iShares Micro-Cap ETF shares in Q1 2018, an estimated $21K.
  • Summit Trail Advisors first reported a position in iShares Micro-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's iShares Micro-Cap ETF position peaked at $21K in Q4 2017.
  • 169 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.