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

Telemus 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
2013 Q2	$1.13M	Buy	+18,375	New	+$1.1M	0.54%	44

Other funds holding IWC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Telemus Investment Management's IWC Position: Q2 2013 in Review

Telemus Investment Management opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2013: 18,375 shares worth $1.13M. The stake represents 0.54% of the portfolio and ranks #44 among its holdings.

97 funds tracked by Wall St. Rank hold IWC as of Q2 2013.

Telemus Investment Management held 18,375 shares of iShares Micro-Cap ETF worth $1.13M as of Q2 2013.
iShares Micro-Cap ETF was a new Telemus Investment Management position in Q2 2013.
iShares Micro-Cap ETF made up 0.54% of Telemus Investment Management's portfolio in Q2 2013, its #44 holding.
97 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2013.

Based on Telemus Investment Management's 13F filing for Q2 2013, filed 14 Aug 2013.