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Atria Investments’s iShares MSCI BIC ETF BKF Stock Holding History

Atria Investments’s Portfolio BKF Stock Details BKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-46,507
Closed -$2M – 823
2017
Q3 		$2M Buy
46,507
+5,070
+12% +$209K 0.11% 189
2017
Q2 		$1.55M Buy
41,437
+26,814
+183% +$994K 0.09% 223
2017
Q1 		$531K Buy
14,623
+337
+2% +$11.8K 0.03% 388
2016
Q4 		$455K Sell
14,286
-44,689
-76% -$1.48M 0.03% 363
2016
Q3 		$2.02M Buy
+58,975
New +$1.94M 0.19% 93
2014
Q4 		– Sell
-23,455
Closed -$873K – 417
2014
Q3 		$873K Buy
+23,455
New +$938K 0.09% 195

Other funds holding BKF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments's BKF Position: Q4 2017 in Review

Atria Investments sold out of iShares MSCI BIC ETF (BKF) in Q4 2017, closing a stake of 46,507 shares — an estimated $2M sold.

Atria Investments first reported a position in BKF in Q3 2014 and held it in 6 quarters. The position peaked at $2.02M in Q3 2016. 71 funds tracked by Wall St. Rank hold BKF as of Q4 2017.

  • Atria Investments reported no remaining iShares MSCI BIC ETF position as of Q4 2017 after selling out during the quarter.
  • Atria Investments sold 46,507 iShares MSCI BIC ETF shares in Q4 2017, an estimated $2M.
  • Atria Investments first reported a position in iShares MSCI BIC ETF in Q3 2014 and held it in 6 quarters.
  • Atria Investments's iShares MSCI BIC ETF position peaked at $2.02M in Q3 2016.
  • 71 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q4 2017.

Based on Atria Investments's 13F filing for Q4 2017, filed 16 Jan 2018.