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Horan Capital Management’s Barron's 400 ETF BFOR Stock Holding History

Horan Capital Management’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-16,000
Closed -$119K – 36
2013
Q4 		$119K Sell
16,000
-8,000
-33% -$57.1K 0.04% 34
2013
Q3 		$163K Buy
+24,000
New +$158K 0.06% 33

Other funds holding BFOR

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Horan Capital Management's BFOR Position: Q1 2014 in Review

Horan Capital Management sold out of Barron's 400 ETF (BFOR) in Q1 2014, closing a stake of 16,000 shares — an estimated $119K sold.

Horan Capital Management first reported a position in BFOR in Q3 2013 and held it in 2 quarters. The position peaked at $163K in Q3 2013. 17 funds tracked by Wall St. Rank hold BFOR as of Q1 2014.

  • Horan Capital Management reported no remaining Barron's 400 ETF position as of Q1 2014 after selling out during the quarter.
  • Horan Capital Management sold 16,000 Barron's 400 ETF shares in Q1 2014, an estimated $119K.
  • Horan Capital Management first reported a position in Barron's 400 ETF in Q3 2013 and held it in 2 quarters.
  • Horan Capital Management's Barron's 400 ETF position peaked at $163K in Q3 2013.
  • 17 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2014.

Based on Horan Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.