BP
SCZ icon

Banyan Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Banyan Partners’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-45,970
Closed -$2.34M – 421
2013
Q4 		$2.34M Sell
45,970
-91,952
-67% -$4.56M 0.16% 136
2013
Q3 		$6.69M Buy
+137,922
New +$6.33M 0.59% 38

Other funds holding SCZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of America
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Banyan Partners's SCZ Position: Q1 2014 in Review

Banyan Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2014, closing a stake of 45,970 shares — an estimated $2.34M sold.

Banyan Partners first reported a position in SCZ in Q3 2013 and held it in 2 quarters. The position peaked at $6.69M in Q3 2013. 213 funds tracked by Wall St. Rank hold SCZ as of Q1 2014.

  • Banyan Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 45,970 iShares MSCI EAFE Small-Cap ETF shares in Q1 2014, an estimated $2.34M.
  • Banyan Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2013 and held it in 2 quarters.
  • Banyan Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $6.69M in Q3 2013.
  • 213 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.