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Bay Colony Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Bay Colony Advisors’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,452
Closed -$48K – 540
2018
Q2 		$48K Buy
+1,452
New +$46.7K 0.03% 371

Other funds holding ISCG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Bay Colony Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2018, closing a stake of 1,452 shares — an estimated $48K sold.

Bay Colony Advisors first reported a position in ISCG in Q2 2018 and held it in 1 quarter. The position peaked at $48K in Q2 2018. 58 funds tracked by Wall St. Rank hold ISCG as of Q3 2018.

  • Bay Colony Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 1,452 iShares Morningstar Small-Cap Growth ETF shares in Q3 2018, an estimated $48K.
  • Bay Colony Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $48K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2018.

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