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Forward Management’s iShares MSCI BIC ETF BKF Stock Holding History

Forward Management’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
2018
Q1 		– Sell
-15
Closed -$1K – 195
2017
Q4 		$1K Buy
+15
New +$664 ﹤0.01% 207
2017
Q3 		– Sell
-16
Closed -$1K – 210
2017
Q2 		$1K Buy
+16
New +$593 ﹤0.01% 203

Other funds holding BKF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Forward Management's BKF Position: Q1 2018 in Review

Forward Management sold out of iShares MSCI BIC ETF (BKF) in Q1 2018, closing a stake of 15 shares — an estimated $1K sold.

Forward Management first reported a position in BKF in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 67 funds tracked by Wall St. Rank hold BKF as of Q1 2018.

  • Forward Management reported no remaining iShares MSCI BIC ETF position as of Q1 2018 after selling out during the quarter.
  • Forward Management sold 15 iShares MSCI BIC ETF shares in Q1 2018, an estimated $1K.
  • Forward Management first reported a position in iShares MSCI BIC ETF in Q2 2017 and held it in 2 quarters.
  • Forward Management's iShares MSCI BIC ETF position peaked at $1K in Q4 2017.
  • 67 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q1 2018.

Based on Forward Management's 13F filing for Q1 2018, filed 30 Apr 2018.