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Janney Capital Management’s iShares Global 100 ETF IOO Stock Holding History

Janney Capital Management’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,550
Closed -$451K – 195
2013
Q3 		$451K Hold
12,550
– – 0.04% 170
2013
Q2 		$424K Buy
+12,550
New +$439K 0.04% 127

Other funds holding IOO

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Janney Capital Management's IOO Position: Q4 2013 in Review

Janney Capital Management sold out of iShares Global 100 ETF (IOO) in Q4 2013, closing a stake of 12,550 shares — an estimated $451K sold.

Janney Capital Management first reported a position in IOO in Q2 2013 and held it in 2 quarters. The position peaked at $451K in Q3 2013. 89 funds tracked by Wall St. Rank hold IOO as of Q4 2013.

  • Janney Capital Management reported no remaining iShares Global 100 ETF position as of Q4 2013 after selling out during the quarter.
  • Janney Capital Management sold 12,550 iShares Global 100 ETF shares in Q4 2013, an estimated $451K.
  • Janney Capital Management first reported a position in iShares Global 100 ETF in Q2 2013 and held it in 2 quarters.
  • Janney Capital Management's iShares Global 100 ETF position peaked at $451K in Q3 2013.
  • 89 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2013.

Based on Janney Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.