Icon Wealth Partners’s Banco Macro BMA Stock Holding History

Icon Wealth Partners’s Portfolio BMA Stock Details BMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-900	Closed	-$41K	–	240
2019 Q1	$41K	Buy	+900	New	+$46.3K	0.02%	390
2018 Q3	–	Sell	-1,015	Closed	-$60K	–	329
2018 Q2	$60K	Buy	1,015 +33	+3%	+$2.83K	0.03%	336
2018 Q1	$106K	Buy	982 +85	+9%	+$9.22K	0.06%	243
2017 Q4	$104K	Buy	+897	New	+$105K	0.05%	268

Other funds holding BMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

EMS Capital New York $944M AUM 17.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's BMA Position: Q2 2019 in Review

Icon Wealth Partners sold out of Banco Macro (BMA) in Q2 2019, closing a stake of 900 shares — an estimated $41K sold.

Icon Wealth Partners first reported a position in BMA in Q4 2017 and held it in 4 quarters. The position peaked at $106K in Q1 2018. 140 funds tracked by Wall St. Rank hold BMA as of Q2 2019.

Icon Wealth Partners reported no remaining Banco Macro position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 900 Banco Macro shares in Q2 2019, an estimated $41K.
Icon Wealth Partners first reported a position in Banco Macro in Q4 2017 and held it in 4 quarters.
Icon Wealth Partners's Banco Macro position peaked at $106K in Q1 2018.
140 funds tracked by Wall St. Rank held Banco Macro as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.