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Salem Investment Counselors’s iShares MSCI BIC ETF BKF Stock Holding History

Salem Investment Counselors’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
2017
Q1 		– Sell
-145
Closed -$5K – 551
2016
Q4 		$5K Hold
145
– – ﹤0.01% 534
2016
Q3 		$50 Buy
+145
New +$4.77K ﹤0.01% 449

Other funds holding BKF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return

Salem Investment Counselors's BKF Position: Q1 2017 in Review

Salem Investment Counselors sold out of iShares MSCI BIC ETF (BKF) in Q1 2017, closing a stake of 145 shares — an estimated $5K sold.

Salem Investment Counselors first reported a position in BKF in Q3 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 64 funds tracked by Wall St. Rank hold BKF as of Q1 2017.

  • Salem Investment Counselors reported no remaining iShares MSCI BIC ETF position as of Q1 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 145 iShares MSCI BIC ETF shares in Q1 2017, an estimated $5K.
  • Salem Investment Counselors first reported a position in iShares MSCI BIC ETF in Q3 2016 and held it in 2 quarters.
  • Salem Investment Counselors's iShares MSCI BIC ETF position peaked at $5K in Q4 2016.
  • 64 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q1 2017.

Based on Salem Investment Counselors's 13F filing for Q1 2017, filed 16 May 2017.