1IC
BBRC

1919 Investment Counsel’s Columbia Beyond BRICs ETF BBRC Stock Holding History

1919 Investment Counsel’s Portfolio BBRC Stock Details BBRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-95
Closed -$3K – 1071
2014
Q2 		$3K Buy
+95
New +$2.09K ﹤0.01% 989

Other funds holding BBRC

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

1919 Investment Counsel's BBRC Position: Q3 2014 in Review

1919 Investment Counsel sold out of Columbia Beyond BRICs ETF (BBRC) in Q3 2014, closing a stake of 95 shares — an estimated $3K sold.

1919 Investment Counsel first reported a position in BBRC in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 40 funds tracked by Wall St. Rank hold BBRC as of Q3 2014.

  • 1919 Investment Counsel reported no remaining Columbia Beyond BRICs ETF position as of Q3 2014 after selling out during the quarter.
  • 1919 Investment Counsel sold 95 Columbia Beyond BRICs ETF shares in Q3 2014, an estimated $3K.
  • 1919 Investment Counsel first reported a position in Columbia Beyond BRICs ETF in Q2 2014 and held it in 1 quarter.
  • 1919 Investment Counsel's Columbia Beyond BRICs ETF position peaked at $3K in Q2 2014.
  • 40 funds tracked by Wall St. Rank held Columbia Beyond BRICs ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.