Bogart Wealth LLC’s iShares MSCI BIC ETF BKF Stock Holding History

Bogart Wealth LLC’s Portfolio BKF Stock Details BKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-390	Closed	-$14K	–	346
2018 Q4	$14K	Buy	+390	New	+$15.1K	0.01%	220

Other funds holding BKF

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bogart Wealth LLC's BKF Position: Q1 2019 in Review

Bogart Wealth LLC sold out of iShares MSCI BIC ETF (BKF) in Q1 2019, closing a stake of 390 shares — an estimated $14K sold.

Bogart Wealth LLC first reported a position in BKF in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 57 funds tracked by Wall St. Rank hold BKF as of Q1 2019.

Bogart Wealth LLC reported no remaining iShares MSCI BIC ETF position as of Q1 2019 after selling out during the quarter.
Bogart Wealth LLC sold 390 iShares MSCI BIC ETF shares in Q1 2019, an estimated $14K.
Bogart Wealth LLC first reported a position in iShares MSCI BIC ETF in Q4 2018 and held it in 1 quarter.
Bogart Wealth LLC's iShares MSCI BIC ETF position peaked at $14K in Q4 2018.
57 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q1 2019.

Based on Bogart Wealth LLC's 13F filing for Q1 2019, filed 8 Apr 2019.