MFT
BBRC

Moisand Fitzgerald Tamayo’s Columbia Beyond BRICs ETF BBRC Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio BBRC Stock Details BBRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-365
Closed -$6K – 308
2018
Q3 		$6K Buy
+365
New +$6.47K ﹤0.01% 242

Other funds holding BBRC

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BBRC Position: Q4 2018 in Review

Moisand Fitzgerald Tamayo sold out of Columbia Beyond BRICs ETF (BBRC) in Q4 2018, closing a stake of 365 shares — an estimated $6K sold.

Moisand Fitzgerald Tamayo first reported a position in BBRC in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 19 funds tracked by Wall St. Rank hold BBRC as of Q4 2018.

  • Moisand Fitzgerald Tamayo reported no remaining Columbia Beyond BRICs ETF position as of Q4 2018 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 365 Columbia Beyond BRICs ETF shares in Q4 2018, an estimated $6K.
  • Moisand Fitzgerald Tamayo first reported a position in Columbia Beyond BRICs ETF in Q3 2018 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Columbia Beyond BRICs ETF position peaked at $6K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Columbia Beyond BRICs ETF as of Q4 2018.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2018, filed 11 Feb 2019.