BCM
ACWI icon

Beck Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beck Capital Management’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
2014
Q4 		– Sell
-7,957
Closed -$456K – 146
2014
Q3 		$456K Buy
+7,957
New +$479K 0.32% 92

Other funds holding ACWI

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Beck Capital Management's ACWI Position: Q4 2014 in Review

Beck Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2014, closing a stake of 7,957 shares — an estimated $456K sold.

Beck Capital Management first reported a position in ACWI in Q3 2014 and held it in 1 quarter. The position peaked at $456K in Q3 2014. 175 funds tracked by Wall St. Rank hold ACWI as of Q4 2014.

  • Beck Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q4 2014 after selling out during the quarter.
  • Beck Capital Management sold 7,957 iShares MSCI ACWI ETF shares in Q4 2014, an estimated $456K.
  • Beck Capital Management first reported a position in iShares MSCI ACWI ETF in Q3 2014 and held it in 1 quarter.
  • Beck Capital Management's iShares MSCI ACWI ETF position peaked at $456K in Q3 2014.
  • 175 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2014.

Based on Beck Capital Management's 13F filing for Q4 2014, filed 12 Feb 2015.