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JP Morgan Private Wealth Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

JP Morgan Private Wealth Advisors’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
2013
Q4 		– Sell
-46,772
Closed -$1.74M – 654
2013
Q3 		$1.74M Sell
46,772
-150,809
-76% -$5.35M 0.04% 251
2013
Q2 		$6.73M Buy
+197,581
New +$7.46M 0.17% 142

Other funds holding BKF

SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BKF Position: Q4 2013 in Review

JP Morgan Private Wealth Advisors sold out of iShares MSCI BIC ETF (BKF) in Q4 2013, closing a stake of 46,772 shares — an estimated $1.74M sold.

JP Morgan Private Wealth Advisors first reported a position in BKF in Q2 2013 and held it in 2 quarters. The position peaked at $6.73M in Q2 2013. 80 funds tracked by Wall St. Rank hold BKF as of Q4 2013.

  • JP Morgan Private Wealth Advisors reported no remaining iShares MSCI BIC ETF position as of Q4 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 46,772 iShares MSCI BIC ETF shares in Q4 2013, an estimated $1.74M.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI BIC ETF in Q2 2013 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's iShares MSCI BIC ETF position peaked at $6.73M in Q2 2013.
  • 80 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q4 2013.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.