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Lombard Odier Asset Management (Switzerland)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lombard Odier Asset Management (Switzerland)’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-376
Closed -$22K – 93
2016
Q3 		$22K Buy
+376
New +$21.9K 0.01% 102

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IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s ACWI Position: Q4 2016 in Review

Lombard Odier Asset Management (Switzerland) sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2016, closing a stake of 376 shares — an estimated $22K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in ACWI in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 233 funds tracked by Wall St. Rank hold ACWI as of Q4 2016.

  • Lombard Odier Asset Management (Switzerland) reported no remaining iShares MSCI ACWI ETF position as of Q4 2016 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 376 iShares MSCI ACWI ETF shares in Q4 2016, an estimated $22K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in iShares MSCI ACWI ETF in Q3 2016 and held it in 1 quarter.
  • Lombard Odier Asset Management (Switzerland)'s iShares MSCI ACWI ETF position peaked at $22K in Q3 2016.
  • 233 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2016.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2016, filed 15 Feb 2017.