Bingham Osborn & Scarborough’s iShares S&P 100 ETF OEF Stock Holding History

Bingham Osborn & Scarborough’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
2021 Q4	–	Sell	-2,430	Closed	-$480K	–	102
2021 Q3	$480K	Hold	2,430	–	–	0.03%	96
2021 Q2	$477K	Hold	2,430	–	–	0.03%	96
2021 Q1	$437K	Hold	2,430	–	–	0.03%	89
2020 Q4	$417K	Hold	2,430	–	–	0.03%	81
2020 Q3	$378K	Hold	2,430	–	–	0.03%	109
2020 Q2	$346K	Hold	2,430	–	–	0.03%	111
2020 Q1	$288K	Sell	2,430 -780	-24%	-$107K	0.03%	112
2019 Q4	$463K	Hold	3,210	–	–	0.04%	98
2019 Q3	$422K	Hold	3,210	–	–	0.04%	97
2019 Q2	$416K	Hold	3,210	–	–	0.04%	95
2019 Q1	$402K	Hold	3,210	–	–	0.04%	98
2018 Q4	$358K	Hold	3,210	–	–	0.04%	94
2018 Q3	$416K	Hold	3,210	–	–	0.04%	93
2018 Q2	$384K	Hold	3,210	–	–	0.04%	95
2018 Q1	$372K	Hold	3,210	–	–	0.04%	94
2017 Q4	$381K	Hold	3,210	–	–	0.03%	89
2017 Q3	$357K	Hold	3,210	–	–	0.03%	89
2017 Q2	$343K	Hold	3,210	–	–	0.03%	89
2017 Q1	$336K	Buy	+3,210	New	+$331K	0.03%	89

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bingham Osborn & Scarborough's OEF Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of iShares S&P 100 ETF (OEF) in Q4 2021, closing a stake of 2,430 shares — an estimated $480K sold.

Bingham Osborn & Scarborough first reported a position in OEF in Q1 2017 and held it in 19 quarters. The position peaked at $480K in Q3 2021. 511 funds tracked by Wall St. Rank hold OEF as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining iShares S&P 100 ETF position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 2,430 iShares S&P 100 ETF shares in Q4 2021, an estimated $480K.
Bingham Osborn & Scarborough first reported a position in iShares S&P 100 ETF in Q1 2017 and held it in 19 quarters.
Bingham Osborn & Scarborough's iShares S&P 100 ETF position peaked at $480K in Q3 2021.
511 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.