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Bay Colony Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bay Colony Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-765
Closed -$54K – 220
2018
Q2 		$54K Buy
+765
New +$55.5K 0.04% 354

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bay Colony Advisors's ACWI Position: Q3 2018 in Review

Bay Colony Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2018, closing a stake of 765 shares — an estimated $54K sold.

Bay Colony Advisors first reported a position in ACWI in Q2 2018 and held it in 1 quarter. The position peaked at $54K in Q2 2018. 330 funds tracked by Wall St. Rank hold ACWI as of Q3 2018.

  • Bay Colony Advisors reported no remaining iShares MSCI ACWI ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 765 iShares MSCI ACWI ETF shares in Q3 2018, an estimated $54K.
  • Bay Colony Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's iShares MSCI ACWI ETF position peaked at $54K in Q2 2018.
  • 330 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.