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Ballew Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

Ballew Advisors’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
2018
Q4 		– Sell
-1,377
Closed -$51K – 120
2018
Q3 		$51K Hold
1,377
– – 0.05% 161
2018
Q2 		$58K Hold
1,377
– – 0.07% 147
2018
Q1 		$64K Buy
+1,377
New +$65.4K 0.06% 142

Other funds holding BKF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ballew Advisors's BKF Position: Q4 2018 in Review

Ballew Advisors sold out of iShares MSCI BIC ETF (BKF) in Q4 2018, closing a stake of 1,377 shares — an estimated $51K sold.

Ballew Advisors first reported a position in BKF in Q1 2018 and held it in 3 quarters. The position peaked at $64K in Q1 2018. 55 funds tracked by Wall St. Rank hold BKF as of Q4 2018.

  • Ballew Advisors reported no remaining iShares MSCI BIC ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 1,377 iShares MSCI BIC ETF shares in Q4 2018, an estimated $51K.
  • Ballew Advisors first reported a position in iShares MSCI BIC ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares MSCI BIC ETF position peaked at $64K in Q1 2018.
  • 55 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.