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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares MSCI BIC ETF BKF Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q1 		– Sell
-100
Closed -$4K – 437
2016
Q4 		$4K Hold
100
– – ﹤0.01% 399
2016
Q3 		$3K Hold
100
– – ﹤0.01% 364
2016
Q2 		$3K Hold
100
– – ﹤0.01% 343
2016
Q1 		$2K Hold
100
– – ﹤0.01% 343
2015
Q4 		$3K Buy
+100
New +$3.11K ﹤0.01% 323

Other funds holding BKF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.73B AUM 26.69% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's BKF Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares MSCI BIC ETF (BKF) in Q1 2017, closing a stake of 100 shares — an estimated $4K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BKF in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 64 funds tracked by Wall St. Rank hold BKF as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares MSCI BIC ETF position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 iShares MSCI BIC ETF shares in Q1 2017, an estimated $4K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares MSCI BIC ETF in Q4 2015 and held it in 5 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares MSCI BIC ETF position peaked at $4K in Q4 2016.
  • 64 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.