Thomaspartners’s iShares Micro-Cap ETF IWC Stock Holding History

Thomaspartners’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 Q3	–	Sell	-65	Closed	-$4K	–	167
2013 Q2	$4K	Buy	+65	New	+$3.88K	﹤0.01%	188

Other funds holding IWC

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.56T AUM 27.86% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Thomaspartners's IWC Position: Q3 2013 in Review

Thomaspartners sold out of iShares Micro-Cap ETF (IWC) in Q3 2013, closing a stake of 65 shares — an estimated $4K sold.

Thomaspartners first reported a position in IWC in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 117 funds tracked by Wall St. Rank hold IWC as of Q3 2013.

Thomaspartners reported no remaining iShares Micro-Cap ETF position as of Q3 2013 after selling out during the quarter.
Thomaspartners sold 65 iShares Micro-Cap ETF shares in Q3 2013, an estimated $4K.
Thomaspartners first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 1 quarter.
Thomaspartners's iShares Micro-Cap ETF position peaked at $4K in Q2 2013.
117 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2013.

Based on Thomaspartners's 13F filing for Q3 2013, filed 14 Nov 2013.