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Bay Colony Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Bay Colony Advisors’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,721
Closed -$138K – 541
2018
Q2 		$138K Buy
+2,721
New +$135K 0.1% 194

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

Bay Colony Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2018, closing a stake of 2,721 shares — an estimated $138K sold.

Bay Colony Advisors first reported a position in ISCV in Q2 2018 and held it in 1 quarter. The position peaked at $138K in Q2 2018. 86 funds tracked by Wall St. Rank hold ISCV as of Q3 2018.

  • Bay Colony Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 2,721 iShares Morningstar Small-Cap Value ETF shares in Q3 2018, an estimated $138K.
  • Bay Colony Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $138K in Q2 2018.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2018.

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