BB
SCZ icon

Bell Bank’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bell Bank’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
2013
Q4 		– Sell
-14,930
Closed -$724K – 177
2013
Q3 		$724K Buy
14,930
+2,090
+16% +$96K 0.25% 165
2013
Q2 		$539K Buy
+12,840
New +$568K 0.19% 173

Other funds holding SCZ

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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Bell Bank's SCZ Position: Q4 2013 in Review

Bell Bank sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2013, closing a stake of 14,930 shares — an estimated $724K sold.

Bell Bank first reported a position in SCZ in Q2 2013 and held it in 2 quarters. The position peaked at $724K in Q3 2013. 202 funds tracked by Wall St. Rank hold SCZ as of Q4 2013.

  • Bell Bank reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2013 after selling out during the quarter.
  • Bell Bank sold 14,930 iShares MSCI EAFE Small-Cap ETF shares in Q4 2013, an estimated $724K.
  • Bell Bank first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 2 quarters.
  • Bell Bank's iShares MSCI EAFE Small-Cap ETF position peaked at $724K in Q3 2013.
  • 202 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2013.

Based on Bell Bank's 13F filing for Q4 2013, filed 12 Feb 2014.