IA
BBRC

IFP Advisors’s Columbia Beyond BRICs ETF BBRC Stock Holding History

IFP Advisors’s Portfolio BBRC Stock Details BBRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,596
Closed -$182K – 3924
2018
Q4 		$182K Sell
11,596
-257
-2% -$4.32K 0.01% 906
2018
Q3 		$210K Sell
11,853
-2,311
-16% -$41K 0.01% 1053
2018
Q2 		$246K Buy
14,164
+10
+0.1% +$185 0.01% 960
2018
Q1 		$261K Hold
14,154
– – 0.01% 880
2017
Q4 		$261K Sell
14,154
-830
-6% -$15K 0.01% 881
2017
Q3 		$267K Sell
14,984
-1,012
-6% -$18.2K 0.01% 978
2017
Q2 		$278K Buy
15,996
+77
+0.5% +$1.3K 0.01% 944
2017
Q1 		$255K Sell
15,919
-2,288
-13% -$35.6K 0.01% 999
2016
Q4 		$270K Sell
18,207
-5,142
-22% -$79.3K 0.01% 903
2016
Q3 		$378K Sell
23,349
-6,020
-20% -$96.6K 0.02% 693
2016
Q2 		$456K Buy
+29,369
New +$457K 0.03% 581
2016
Q1 		– Sell
-40,669
Closed -$590K – 4151
2015
Q4 		$590K Buy
+40,669
New +$652K 0.04% 447

Other funds holding BBRC

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's BBRC Position: Q1 2019 in Review

IFP Advisors sold out of Columbia Beyond BRICs ETF (BBRC) in Q1 2019, closing a stake of 11,596 shares — an estimated $182K sold.

IFP Advisors first reported a position in BBRC in Q4 2015 and held it in 12 quarters. The position peaked at $590K in Q4 2015. 17 funds tracked by Wall St. Rank hold BBRC as of Q1 2019.

  • IFP Advisors reported no remaining Columbia Beyond BRICs ETF position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 11,596 Columbia Beyond BRICs ETF shares in Q1 2019, an estimated $182K.
  • IFP Advisors first reported a position in Columbia Beyond BRICs ETF in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Columbia Beyond BRICs ETF position peaked at $590K in Q4 2015.
  • 17 funds tracked by Wall St. Rank held Columbia Beyond BRICs ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.