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Osborn Williams & Donohoe’s iShares Global 100 ETF IOO Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-100
Closed -$5K – 480
2019
Q1 		$5K Buy
+100
New +$4.55K ﹤0.01% 682

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Osborn Williams & Donohoe's IOO Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares Global 100 ETF (IOO) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Osborn Williams & Donohoe first reported a position in IOO in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 134 funds tracked by Wall St. Rank hold IOO as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares Global 100 ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 100 iShares Global 100 ETF shares in Q2 2019, an estimated $5K.
  • Osborn Williams & Donohoe first reported a position in iShares Global 100 ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares Global 100 ETF position peaked at $5K in Q1 2019.
  • 134 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.