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OTA Financial Group’s iShares MSCI BIC ETF BKF Stock Holding History

OTA Financial Group’s Portfolio BKF Stock Details BKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-15,040
Closed -$638K – 48
2019
Q2 		$638K Buy
+15,040
New +$634K 0.5% 32

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Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.77B AUM 25.11% 1-Year Est. Return

OTA Financial Group's BKF Position: Q3 2019 in Review

OTA Financial Group sold out of iShares MSCI BIC ETF (BKF) in Q3 2019, closing a stake of 15,040 shares — an estimated $638K sold.

OTA Financial Group first reported a position in BKF in Q2 2019 and held it in 1 quarter. The position peaked at $638K in Q2 2019. 48 funds tracked by Wall St. Rank hold BKF as of Q3 2019.

  • OTA Financial Group reported no remaining iShares MSCI BIC ETF position as of Q3 2019 after selling out during the quarter.
  • OTA Financial Group sold 15,040 iShares MSCI BIC ETF shares in Q3 2019, an estimated $638K.
  • OTA Financial Group first reported a position in iShares MSCI BIC ETF in Q2 2019 and held it in 1 quarter.
  • OTA Financial Group's iShares MSCI BIC ETF position peaked at $638K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q3 2019.

Based on OTA Financial Group's 13F filing for Q3 2019, filed 28 Oct 2019.