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MYCIO Wealth Partners’s iShares Global 100 ETF IOO Stock Holding History

MYCIO Wealth Partners’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,000
Closed -$79K – 638
2014
Q2 		$79K Hold
2,000
– – 0.02% 214
2014
Q1 		$78K Hold
2,000
– – 0.02% 210
2013
Q4 		$77K Buy
+2,000
New +$75K 0.02% 204

Other funds holding IOO

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MYCIO Wealth Partners's IOO Position: Q3 2014 in Review

MYCIO Wealth Partners sold out of iShares Global 100 ETF (IOO) in Q3 2014, closing a stake of 2,000 shares — an estimated $79K sold.

MYCIO Wealth Partners first reported a position in IOO in Q4 2013 and held it in 3 quarters. The position peaked at $79K in Q2 2014. 96 funds tracked by Wall St. Rank hold IOO as of Q3 2014.

  • MYCIO Wealth Partners reported no remaining iShares Global 100 ETF position as of Q3 2014 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,000 iShares Global 100 ETF shares in Q3 2014, an estimated $79K.
  • MYCIO Wealth Partners first reported a position in iShares Global 100 ETF in Q4 2013 and held it in 3 quarters.
  • MYCIO Wealth Partners's iShares Global 100 ETF position peaked at $79K in Q2 2014.
  • 96 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2014.

Based on MYCIO Wealth Partners's 13F filing for Q3 2014, filed 13 Nov 2014.