Transamerica Financial Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Transamerica Financial 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
2016 Q4	–	Sell	-23	Closed	-$2K	–	449
2016 Q3	$2K	Hold	23	–	–	﹤0.01%	317
2016 Q2	$2K	Buy	+23	New	+$1.61K	﹤0.01%	285
2015 Q4	–	Sell	-47,667	Closed	-$3.33M	–	851
2015 Q3	$3.33M	Buy	47,667 +45,997	+2,754%	+$3.51M	0.27%	76
2015 Q2	$137K	Sell	1,670 -30,378	-95%	-$2.44M	0.01%	362
2015 Q1	$2.54M	Buy	+32,048	New	+$2.47M	0.18%	109

Other funds holding IWC

CSIA

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

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFPW

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

Transamerica Financial Advisors's IWC Position: Q4 2016 in Review

Transamerica Financial Advisors sold out of iShares Micro-Cap ETF (IWC) in Q4 2016, closing a stake of 23 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in IWC in Q1 2015 and held it in 5 quarters. The position peaked at $3.33M in Q3 2015. 143 funds tracked by Wall St. Rank hold IWC as of Q4 2016.

Transamerica Financial Advisors reported no remaining iShares Micro-Cap ETF position as of Q4 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 23 iShares Micro-Cap ETF shares in Q4 2016, an estimated $2K.
Transamerica Financial Advisors first reported a position in iShares Micro-Cap ETF in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's iShares Micro-Cap ETF position peaked at $3.33M in Q3 2015.
143 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2016.

Based on Transamerica Financial Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.