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Palisades Hudson Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Palisades Hudson Asset Management’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
2016
Q3 		– Sell
-4,685
Closed -$226K – 93
2016
Q2 		$226K Buy
4,685
+46
+1% +$2.31K 0.18% 82
2016
Q1 		$231K Hold
4,639
– – 0.18% 82
2015
Q4 		$232K Buy
4,639
+27
+0.6% +$1.35K 0.2% 81
2015
Q3 		$220K Buy
4,612
+37
+0.8% +$1.85K 0.2% 79
2015
Q2 		$234K Sell
4,575
-424
-8% -$22.1K 0.2% 75
2015
Q1 		$247K Buy
4,999
+202
+4% +$9.77K 0.19% 73
2014
Q4 		$224K Buy
4,797
+45
+0.9% +$2.12K 0.18% 79
2014
Q3 		$230K Sell
4,752
-556
-10% -$28.4K 0.19% 70
2014
Q2 		$281K Sell
5,308
-466
-8% -$24.3K 0.23% 53
2014
Q1 		$301K Sell
5,774
-212
-4% -$10.9K 0.26% 42
2013
Q4 		$305K Buy
5,986
+325
+6% +$16.1K 0.25% 46
2013
Q3 		$275K Buy
5,661
+40
+0.7% +$1.84K 0.25% 45
2013
Q2 		$236K Buy
+5,621
New +$249K 0.23% 53

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Palisades Hudson Asset Management's SCZ Position: Q3 2016 in Review

Palisades Hudson Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2016, closing a stake of 4,685 shares — an estimated $226K sold.

Palisades Hudson Asset Management first reported a position in SCZ in Q2 2013 and held it in 13 quarters. The position peaked at $305K in Q4 2013. 315 funds tracked by Wall St. Rank hold SCZ as of Q3 2016.

  • Palisades Hudson Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2016 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 4,685 iShares MSCI EAFE Small-Cap ETF shares in Q3 2016, an estimated $226K.
  • Palisades Hudson Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 13 quarters.
  • Palisades Hudson Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $305K in Q4 2013.
  • 315 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2016.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2016, filed 9 Nov 2016.