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Ledyard National Bank’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ledyard National Bank’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,430
Closed -$75K – 562
2018
Q4 		$75K Sell
1,430
-1,000
-41% -$56K 0.01% 359
2018
Q3 		$152K Hold
2,430
– – 0.02% 309
2018
Q2 		$153K Hold
2,430
– – 0.02% 316
2018
Q1 		$159K Sell
2,430
-3,000
-55% -$198K 0.02% 313
2017
Q4 		$350K Hold
5,430
– – 0.04% 244
2017
Q3 		$337K Buy
5,430
+4,000
+280% +$239K 0.04% 232
2017
Q2 		$83K Hold
1,430
– – 0.01% 359
2017
Q1 		$77K Hold
1,430
– – 0.01% 369
2016
Q4 		$71K Hold
1,430
– – 0.01% 284
2016
Q3 		$75K Hold
1,430
– – 0.01% 274
2016
Q2 		$69K Hold
1,430
– – 0.01% 275
2016
Q1 		$71K Sell
1,430
-215
-13% -$10.1K 0.01% 289
2015
Q4 		$82K Hold
1,645
– – 0.01% 261
2015
Q3 		$78K Hold
1,645
– – 0.02% 251
2015
Q2 		$84K Hold
1,645
– – 0.01% 248
2015
Q1 		$82K Hold
1,645
– – 0.01% 241
2014
Q4 		$77K Sell
1,645
-3,325
-67% -$157K 0.01% 246
2014
Q3 		$241K Sell
4,970
-266,790
-98% -$13.6M 0.04% 144
2014
Q2 		$14.4M Sell
271,760
-11,467
-4% -$599K 2.4% 6
2014
Q1 		$14.8M Buy
283,227
+1,980
+0.7% +$102K 2.51% 5
2013
Q4 		$14.3M Sell
281,247
-409
-0.1% -$20.3K 2.39% 6
2013
Q3 		$13.7M Buy
281,656
+1,247
+0.4% +$57.3K 2.41% 5
2013
Q2 		$11.8M Buy
+280,409
New +$12.4M 2.18% 7

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ledyard National Bank's SCZ Position: Q1 2019 in Review

Ledyard National Bank sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2019, closing a stake of 1,430 shares — an estimated $75K sold.

Ledyard National Bank first reported a position in SCZ in Q2 2013 and held it in 23 quarters. The position peaked at $14.8M in Q1 2014. 525 funds tracked by Wall St. Rank hold SCZ as of Q1 2019.

  • Ledyard National Bank reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Ledyard National Bank sold 1,430 iShares MSCI EAFE Small-Cap ETF shares in Q1 2019, an estimated $75K.
  • Ledyard National Bank first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 23 quarters.
  • Ledyard National Bank's iShares MSCI EAFE Small-Cap ETF position peaked at $14.8M in Q1 2014.
  • 525 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.