LWI
BIK

Long Wharf Investors’s SPDR S&P BRIC 40 ETF BIK Stock Holding History

Long Wharf Investors’s Portfolio BIK Stock Details BIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-15,742
Closed -$373K – 159
2013
Q4 		$373K Hold
15,742
– – 0.34% 98
2013
Q3 		$368K Buy
+15,742
New +$347K 0.35% 95

Other funds holding BIK

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Long Wharf Investors's BIK Position: Q1 2014 in Review

Long Wharf Investors sold out of SPDR S&P BRIC 40 ETF (BIK) in Q1 2014, closing a stake of 15,742 shares — an estimated $373K sold.

Long Wharf Investors first reported a position in BIK in Q3 2013 and held it in 2 quarters. The position peaked at $373K in Q4 2013. 30 funds tracked by Wall St. Rank hold BIK as of Q1 2014.

  • Long Wharf Investors reported no remaining SPDR S&P BRIC 40 ETF position as of Q1 2014 after selling out during the quarter.
  • Long Wharf Investors sold 15,742 SPDR S&P BRIC 40 ETF shares in Q1 2014, an estimated $373K.
  • Long Wharf Investors first reported a position in SPDR S&P BRIC 40 ETF in Q3 2013 and held it in 2 quarters.
  • Long Wharf Investors's SPDR S&P BRIC 40 ETF position peaked at $373K in Q4 2013.
  • 30 funds tracked by Wall St. Rank held SPDR S&P BRIC 40 ETF as of Q1 2014.

Based on Long Wharf Investors's 13F filing for Q1 2014, filed 29 Apr 2014.