BCA
OEF icon

Berman Capital Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Berman Capital Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,770
Closed -$328K – 1755
2020
Q1 		$328K Buy
+2,770
New +$382K 0.11% 80

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Berman Capital Advisors's OEF Position: Q2 2020 in Review

Berman Capital Advisors sold out of iShares S&P 100 ETF (OEF) in Q2 2020, closing a stake of 2,770 shares — an estimated $328K sold.

Berman Capital Advisors first reported a position in OEF in Q1 2020 and held it in 1 quarter. The position peaked at $328K in Q1 2020. 384 funds tracked by Wall St. Rank hold OEF as of Q2 2020.

  • Berman Capital Advisors reported no remaining iShares S&P 100 ETF position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 2,770 iShares S&P 100 ETF shares in Q2 2020, an estimated $328K.
  • Berman Capital Advisors first reported a position in iShares S&P 100 ETF in Q1 2020 and held it in 1 quarter.
  • Berman Capital Advisors's iShares S&P 100 ETF position peaked at $328K in Q1 2020.
  • 384 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.