Lord, Abbett & Co
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Lord, Abbett & Co’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Lord, Abbett & Co’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
2017
Q2 		– Sell
-57,023
Closed -$3.09M – 926
2017
Q1 		$3.09M Sell
57,023
-49,884
-47% -$2.62M 0.01% 809
2016
Q4 		$5.33M Sell
106,907
-11,669
-10% -$589K 0.02% 730
2016
Q3 		$6.21M Sell
118,576
-68,220
-37% -$3.46M 0.02% 686
2016
Q2 		$9.02M Sell
186,796
-70,450
-27% -$3.54M 0.03% 604
2016
Q1 		$12.8M Hold
257,246
– – 0.04% 504
2015
Q4 		$12.8M Buy
257,246
+70,676
+38% +$3.53M 0.04% 533
2015
Q3 		$8.91M Buy
186,570
+18,549
+11% +$925K 0.03% 615
2015
Q2 		$8.57M Hold
168,021
– – 0.02% 668
2015
Q1 		$8.31M Buy
168,021
+5,580
+3% +$270K 0.02% 661
2014
Q4 		$7.59M Buy
+162,441
New +$7.66M 0.02% 655

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Lord, Abbett & Co's SCZ Position: Q2 2017 in Review

Lord, Abbett & Co sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2017, closing a stake of 57,023 shares — an estimated $3.09M sold.

Lord, Abbett & Co first reported a position in SCZ in Q4 2014 and held it in 10 quarters. The position peaked at $12.8M in Q4 2015. 360 funds tracked by Wall St. Rank hold SCZ as of Q2 2017.

  • Lord, Abbett & Co reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Lord, Abbett & Co sold 57,023 iShares MSCI EAFE Small-Cap ETF shares in Q2 2017, an estimated $3.09M.
  • Lord, Abbett & Co first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and held it in 10 quarters.
  • Lord, Abbett & Co's iShares MSCI EAFE Small-Cap ETF position peaked at $12.8M in Q4 2015.
  • 360 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2017.

Based on Lord, Abbett & Co's 13F filing for Q2 2017, filed 14 Aug 2017.